Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. CC recipients on sent documents and have the option to be notified on the status change.

    3 votes

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  2. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    1 vote

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  3. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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  4. 38 votes

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  5. 2 votes

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  6. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    5 votes

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  7. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    1 vote

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  8. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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  9. 1 vote

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  10. Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    3 votes

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  11. a way to export the custom role permissions into excel file

    1 vote

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  12. Export sections of a document instead of the whole document

    4 votes

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  13. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    7 votes

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  14. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    2 votes

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  15. Have a way on the dashboard or somehow labeled on the document list to indicate if that specific document had been downloaded.

    2 votes

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  16. 2 votes

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  17. Be able to see the last login date to a workspace when you click on a user in Settings -> Billing -> Users

    3 votes

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  18. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    10 votes

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  19. 1 vote

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  20. Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    1 vote

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