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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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184 results found

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

    4 votes

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  2. move one team member from one workspace to another

    4 votes

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  3. Have an option to restrict duplicating of documents.

    4 votes

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  4. 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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  5. Export sections of a document instead of the whole document

    4 votes

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  6. ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    4 votes

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

    4 votes

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  9. Allow editing several WS at once.

    4 votes

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  10. Option to customize the profile picture

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

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  11. Increase branding logo resolution on automated emails from PandaDoc

    3 votes

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  12. 3 votes

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  13. Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.

    3 votes

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  14. 3 votes

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

    3 votes

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  16. 3 votes

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  17. 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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  18. Have a possibility to create groups within workspaces

    3 votes

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  19. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    3 votes

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  20. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    3 votes

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