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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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331 results found

  1. Option to set workspace sorting to alphabetical

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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  3. Ability to track the remaining number of licenses

    detect when a new user is added which consumes a license

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Allow account owner to edit users' profile info

    2 votes

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  5. custom role should be able send the document without needing to edit it

    custom role member should be able send the document without needing to edit it

    2 votes

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  6. alternate PandaDoc interface that doesn't use logos when we needed

    alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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  7. Ability to break one workspace into multiple teams

    2 votes

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  8. Ability to backup account data manually

    2 votes

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  9. set up the workspace currency in the workspace settings

    set up the workspace currency in the workspace settings

    1 vote

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  10. Track last use date of guest licenses to manage them more effectively

    1 vote

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  11. Custom Role - Ability to access shared template using the document panel without accessing the template panel

    Custom Role - Ability to access shared template using the document panel without accessing the template panel

    1 vote

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  12. Show full template/ document names in the list

    Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.

    Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown

    1 vote

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  13. Custom role can be used for the SSO

    Custom role can be used for the SSO

    1 vote

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  14. Automatic Send reminder not to go through

    Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  15. Ability to view document or contract expirations aside from those are nearly expiring. Different from the "Expiring Soon" section.

    1 vote

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  16. Custom role has a permission to create workspaces

    Custom role has a permission to create workspaces

    1 vote

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  17. receive email when the document is viewed

    receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    1 vote

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  18. Move a workspace to another account

    Abilty to move workspace from one account to another

    1 vote

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  19. Update PDF generation 1.4 to the latest version which is 1.6

    1 vote

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  20. Ability to duplicate published rooms

    1 vote

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