Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    2 votes

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  2. Central place to review all the users and their membership in workspaces.

    2 votes

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  3. 2 votes

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

    2 votes

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  5. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    2 votes

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  6. Option to check the template name the document has been created from.

    2 votes

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  7. I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    2 votes

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  8. 2 votes

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  9. Customer would like to be able to change the approval workflow after sending without editing the document first.

    1 vote

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  10. Create a setting to block the ability for users to create a document from a sent document.
    Idea is to force them to convert the sent document into a template or use an existing template.
    This would reduce the possibility of client data transferring to another document.

    1 vote

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  11. It would be awesome if I could select all the spaces on one invite instead of going to each workspace separately to send different individual invitations. It would save a ton of time! You have a similar feature when removing a user the system asks if I would like to remove them from “all workspaces.”

    1 vote

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  12. rename user of the app as an admin

    1 vote

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  13. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  14. ability to change the automated emails wording (reminder to sign a doc, etc.)

    1 vote

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  15. Separate notifications settings for regular documents and documents created from forms

    1 vote

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  16. Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...

    1 vote

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  17. Possibility of having document roles to keep role assignment when CL items are added

    1 vote

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  18. It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.

    1 vote

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  19. 1 vote

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  20. Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.

    1 vote

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