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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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286 results found

  1. 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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  2. Custom roles for different sales teams and users

    I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Export Contacts List

    90 votes

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    4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Auto-reminders: customize the text in reminder message

    Customize the text in the auto-reminder message

    338 votes

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

    9 votes

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