Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    6 votes

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  2. Add the ability for admin to have notifications for entire workspace

    6 votes

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  3. Currently the workspace name is not visible on any page for the user. Users in multiple workspaces report this as their top issue. Please implement/add the Workspace Name at the TOP of ALL pages. We just went through our first implementation phase and it's been messy. A generous amount of our users will be in multiple workspaces too.

    5 votes

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  4. 5 votes

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  5. Have expiration/reminder settings on a template which is used in Bulk Send to remain

    5 votes

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  6. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    5 votes

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  7. 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.

    5 votes

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  8. Ability to export all the users under the account/workspaces

    5 votes

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

    4 votes

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  10. The ability to have conditional approvals recognize a "manager role" that is specific to each user, rather than specific to the template.

    4 votes

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  11. disable expiration time

    4 votes

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  12. Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    4 votes

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

    4 votes

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  14. 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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  15. Export sections of a document instead of the whole document

    4 votes

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  16. Add space between numbered list

    4 votes

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  17. 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.

    4 votes

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

    4 votes

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  20. save initials in the account like signatures

    4 votes

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