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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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198 results found

  1. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    234 votes

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    Idea  ·  23 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  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

    118 votes

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    Idea  ·  16 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    limit which templates / template folders a user can access

    108 votes

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    Idea  ·  18 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Change account timezone within the system

    Have an option to change timezone of the application to AEST.

    60 votes

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    Idea  ·  7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Export Contacts List

    57 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Disable chat option

    ability to disable chat option in a document

    31 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Export User List in CSV: download users of the PandaDoc account in one file

    Ability to export all the users under the account/workspaces

    24 votes

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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    Activity reporting per user as to when the user logged in/logged out of the system

    22 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  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

    21 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. 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.

    20 votes

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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. delete workspace option

    19 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. 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

    18 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. [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.

    17 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Disable expiration time [Workaround in comments]

    disable expiration time

    16 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Disable inline commenting option

    15 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. The ability to change the name of the workspace

    14 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. 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.

    12 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. 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.

    11 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Edit Approval Workflow without editing doc

    Customer would like to be able to change the approval workflow after sending without editing the document first.

    10 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Change the title of the button “open the document”

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

    10 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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