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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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338 results found

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

    6 votes

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  2. rename user of the app as an admin

    6 votes

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  3. Have an option to restrict duplicating of documents.

    6 votes

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

    6 votes

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  5. 6 votes

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  6. invite new users without using a license

    5 votes

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

    5 votes

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  8. Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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  9. 5 votes

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  10. Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.

    5 votes

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

    5 votes

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  12. 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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  13. 5 votes

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  14. 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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  15. 5 votes

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  16. Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    5 votes

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  17. Customer would like to have the ability to upload different signatures in their profile

    4 votes

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  18. We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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  19. 4 votes

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  20. Option to switch off "Collaborator requests access" notification for Admin users.

    4 votes

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