Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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.

    2 votes

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  2. 2 votes

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

    2 votes

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  4. 2 votes

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  5. 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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  6. 2 votes

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  7. 1 vote

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  8. 1 vote

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  9. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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  10. 1 vote

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  11. Ability to limit account users from creating tags.

    1 vote

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  12. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  13. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. disable SSO login page

    1 vote

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  17. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    1 vote

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  18. 1 vote

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  19. 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.

    1 vote

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  20. It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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