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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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281 results found

  1. Set expiration to expire on certain weekdays

    Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    5 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Reset personal info in the Settings (including profile pic)

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. SSO assign license types at user sigup

    Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Custom themes should be available in all of my workspaces

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

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

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Ability to delete logo

    Ability to delete logo

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Allow upload image as an option for Available initials types.

    It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    7 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Multiple Branding Options for One Workspace

    Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    13 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Change old private comment to public

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. 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.

    26 votes

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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. SugarCRM two-way sync

    SugarCRM two-way sync

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Ability to set Default Role when Inviting new Users

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

    Allow Member Role to be a default role when inviting new users.

    6 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. PDF when completed to be sent

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Ability to track the remaining number of licenses

    detect when a new user is added which consumes a license

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. 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

    25 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. The ability to assign folders in the documents tab to members of the workspace

    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

    3 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Allow account owner to edit users' profile info

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Status Change Notifications

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

    7 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Option to send completed pdf copy to one recipient only

    1 vote

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