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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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184 results found

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

    8 votes

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

    8 votes

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  3. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    7 votes

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  4. 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.

    7 votes

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  5. Ability to add multiple users to multiple Workspaces all at once

    7 votes

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  6. 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

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  7. save initials in the account like signatures

    7 votes

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  8. 7 votes

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  9. 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.

    6 votes

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  10. Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    6 votes

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  11. Option to remove Account owner/Admin from the workspace

    5 votes

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  12. Default page size for all new documents/templates to be set on a workspace level

    5 votes

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

    5 votes

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  14. 5 votes

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  15. CC recipients on sent documents and have the option to be notified on the status change.

    5 votes

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

    5 votes

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  18. 4 votes

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  19. An ability to resize logo for the recipient's view

    4 votes

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  20. 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)

    4 votes

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