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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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246 results found

  1. Option to hide "resolved suggestions" in sent status

    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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Custom Permissions for adding tags

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

    2 votes

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  3. Add a message/link to the dashboard

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

    4 votes

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  4. Disable expiration time [Workaround in comments]

    disable expiration time

    20 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Group for View Only access

    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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  7. Add hyperlink into email footer

    1 vote

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  8. colorblind mode

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

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

    22 votes

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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Add About to Expire tile on dashboard landing page

    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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. rename user of the app as an admin

    rename user of the app as an admin

    5 votes

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  12. Only be able to create a document via CRM

    1 vote

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

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

    1 vote

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  14. Transfer / swap user licenses from one user to another

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

    24 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Ability to invite users into multiple workspaces at once.

    Ability to add multiple users to multiple Workspaces all at once

    11 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Separate branding on a template/document level

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

    3 votes

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  17. remove profile photo

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

    6 votes

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  18. Edit revenue in application reporting

    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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  19. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    265 votes

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    Idea  ·  26 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Disable chat option

    ability to disable chat option in a document

    34 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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