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Reminder customization: Customize the text in reminder message
Customize the text in reminder message
184 votes -
Hide some templates/folders from users
limit which templates / template folders a user can access
76 votes -
Change account timezone within the system
Have an option to change timezone of the application to AEST.
55 votes -
38 votes
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Automatic PDF attachment to emails
Attach a PDF copy of a document to an email regardless of this document's status
26 votes -
19 votes
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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
15 votes -
Admin dashboard -- Overview all users
It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.
14 votes -
Change the color of the recipients in document
Change the color of the recipients in document
14 votes -
Export User List in CSV
Ability to export all the users under the account/workspaces
14 votes -
[Reporting] Activity reporting/log per user
Activity reporting per user as to when the user logged in/logged out of the system
13 votes -
disable expiration time
disable expiration time
11 votes -
[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
11 votes -
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.
11 votes -
10 votes
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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.
10 votes -
Ability to delete a user from all workspaces at once
The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.
7 votes -
Ability to set an expiration date for the document for "today/by the end of the day".
Ability to set an expiration date for the document for "today/by the end of the day".
6 votes -
Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
6 votes -
Multiple users assigned to Multiple Workspaces
Ability to add multiple users to multiple Workspaces all at once
6 votes
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