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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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330 results found

  1. Disable inline commenting (add a comment button) option

    Disable add a comment button in documents

    36 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Edit / customize text in all email notifications including Completion or Signed Email Message

    Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    245 votes

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    39 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. 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.

    20 votes

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

    84 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    354 votes

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    32 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Growth: Pause subscription

    0 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Export User List in CSV: download users of the PandaDoc account in one file

    Ability to export all the users under the account/workspaces

    36 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    In Development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  9. 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

    33 votes

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    5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. When global settings are changed, have it also apply to existing documents and templates.

    8 votes

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