Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. idea to add a message/link to the dashboard for all of our team members to see

    2 votes

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  4. Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    4 votes

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  5. It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    14 votes

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  6. Default page size for all new documents/templates to be set on a workspace level

    2 votes

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  7. disable expiration time

    11 votes

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  8. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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  9. I want to completely remove my profile photo. I do not want to replace it with another photo.

    4 votes

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  10. Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.

    2 votes

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  11. 1 vote

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  12. Change the color of the recipients in document

    14 votes

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  13. 2 votes

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  14. Create a setting to block the ability for users to create a document from a sent document.
    Idea is to force them to convert the sent document into a template or use an existing template.
    This would reduce the possibility of client data transferring to another document.

    2 votes

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  15. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    14 votes

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  16. 2 votes

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  17. 3 votes

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  18. Have an option to restrict duplicating of documents.

    4 votes

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  19. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    5 votes

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  20. Ability to add multiple users to multiple Workspaces all at once

    6 votes

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