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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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294 results found

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

    7 votes

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  2. Ability to set a primary owner of a workspace different than the Account Owner

    6 votes

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  3. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    6 votes

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  4. Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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  5. delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    6 votes

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  6. rename user of the app as an admin

    6 votes

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  7. Have an option to restrict duplicating of documents.

    6 votes

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

    6 votes

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  9. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    6 votes

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  10. 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

    6 votes

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  11. 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.

    6 votes

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  12. invite new users without using a license

    5 votes

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  13. The ability to use a different email per workspace within an account.

    5 votes

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  14. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    5 votes

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  15. Lock the feature in editor if that feature is not part of the subscription plan

    5 votes

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  16. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    5 votes

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

    5 votes

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  18. 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)

    5 votes

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  19. 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

    5 votes

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  20. 5 votes

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