Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Add space between numbered list

    6 votes

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  2. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    5 votes

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  3. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    5 votes

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  4. 5 votes

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  5. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    5 votes

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  6. Ability to set an expiration date for the document for "today/by the end of the day".

    4 votes

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  7. I want to completely remove my profile photo. I do not want to replace it with another photo.

    4 votes

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  8. Have an option to restrict duplicating of documents.

    4 votes

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  9. 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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  10. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    4 votes

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  11. Export sections of a document instead of the whole document

    4 votes

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  12. They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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  13. It would be nice to have the option to include signatures in the conditional approval workflow.

    4 votes

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  14. save initials in the account like signatures

    4 votes

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  15. Allow editing several WS at once.

    4 votes

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  16. Be able to add a contact photo to Contacts in PD Contacts that do not have a PandaDoc account

    4 votes

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  17. 3 votes

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  18. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  19. Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    3 votes

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  20. 3 votes

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