Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to delete logo

    1 vote

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  2. Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    11 votes

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  3. Attach a PDF copy of a document to an email regardless of this document's status

    26 votes

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  4. 1 vote

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  5. SugarCRM two-way sync

    1 vote

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  6. alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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  7. If the account has custom roles- make it appear as default when a new user is invited

    1 vote

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  8. If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF

    1 vote

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  9. detect when a new user is added which consumes a license

    1 vote

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  10. 1 vote

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  11. Price locking in products in catalog

    2 votes

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  12. custom role member should be able send the document without needing to edit it

    1 vote

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  13. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    2 votes

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  14. Activity reporting per user as to when the user logged in/logged out of the system

    13 votes

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  15. 3 votes

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  16. They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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  17. 1 vote

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  18. Ability to export all the users under the account/workspaces

    14 votes

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  19. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    11 votes

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  20. 3 votes

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