Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to limit account users from creating tags.

    1 vote

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  2. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  3. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  4. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    1 vote

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  5. 1 vote

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  6. disable SSO login page

    1 vote

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  7. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    1 vote

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  8. 1 vote

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  9. Customer would like to be able to change the approval workflow after sending without editing the document first.

    6 votes

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  10. Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.

    1 vote

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  11. 3 votes

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  12. It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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  13. 1 vote

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  14. Ability to add a user to view a workspace for just a limited amount of time

    1 vote

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  15. 10 votes

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  16. Set whole account to always have a signing order. Instead of having to click the signing order button on each document.

    1 vote

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  17. Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    1 vote

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  18. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  19. An ability to resize logo for the recipient's view

    2 votes

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  20. Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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