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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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327 results found

  1. rename user of the app as an admin

    6 votes

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  2. move one team member from one workspace to another

    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. 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

    6 votes

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  6. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    6 votes

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  7. 6 votes

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  8. invite new users without using a license

    5 votes

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

    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. Recipient should be able to still view the document after expiration

    5 votes

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  13. 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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  14. 5 votes

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

    5 votes

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  16. Allow editing several WS at once.

    5 votes

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  17. My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.

    4 votes

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  18. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    4 votes

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  19. Ability to change the background color of the email received by the recipient

    4 votes

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

    4 votes

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