Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    3 votes

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  2. Have a possibility to create groups within workspaces

    3 votes

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  3. Global Settings: the same Roles for all templates to be created

    3 votes

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  4. Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    3 votes

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

    3 votes

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  6. Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    3 votes

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  7. Be able to see the last login date to a workspace when you click on a user in Settings -> Billing -> Users

    3 votes

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  8. 3 votes

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  9. 3 votes

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  10. Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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  11. 3 votes

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  12. 2 votes

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  13. 2 votes

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  14. 2 votes

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  15. 2 votes

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  16. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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

    2 votes

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  18. idea to add a message/link to the dashboard for all of our team members to see

    2 votes

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

    2 votes

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  20. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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