Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    2 votes

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  2. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    1 vote

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  3. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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  4. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    1 vote

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  5. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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  6. 1 vote

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  7. The administrator could restrict workspace users from changing some recipients when sending documents.

    2 votes

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  8. disable expiration time

    11 votes

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  9. Global Settings: the same Roles for all templates to be created

    3 votes

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  10. a way to export the custom role permissions into excel file

    1 vote

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  11. Primarily a security feature with potential analytics application.

    2 votes

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  12. 2 votes

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  13. when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    2 votes

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  14. Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    6 votes

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  15. 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

    3 votes

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  16. 5 votes

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  17. 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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  18. 1 vote

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

    1 vote

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  20. Ability to delete logo

    1 vote

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