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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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184 results found

  1. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  2. Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    2 votes

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  3. idea to add a message/link to the dashboard for all of our team members to see

    2 votes

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  4. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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  5. Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.

    2 votes

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  6. 2 votes

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  7. 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.

    2 votes

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  8. 2 votes

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

    2 votes

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  10. 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.

    2 votes

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  11. 2 votes

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  12. Block user trying to get access to workspace

    2 votes

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  13. Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    2 votes

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  14. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    2 votes

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  15. The administrator could restrict workspace users from changing some recipients when sending documents.

    2 votes

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  16. 2 votes

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  17. when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    2 votes

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  18. 2 votes

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  19. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    2 votes

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  20. Have a way on the dashboard or somehow labeled on the document list to indicate if that specific document had been downloaded.

    2 votes

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