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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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149 results found

  1. SugarCRM two-way sync

    SugarCRM two-way sync

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Allow admins to change other users' emails, names, and passwords

    Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    20 votes

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    7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Automatic PDF for non-completed document: send the document as a PDF along with the email

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

    34 votes

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    5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Private Contact Option

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

    12 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document

    Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    16 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    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.

    22 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. save initials in the account like signatures

    save initials in the account like signatures

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    7 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. When global settings are changed, have it also apply to existing documents and templates.

    9 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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