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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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328 results found

  1. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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  2. 3 votes

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  3. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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  4. Remove the owner from being copied on every notification for all licenses

    3 votes

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  5. When you sign up, you can use any email not only the business email with the custom domain.

    https://pandadoc.zendesk.com/agent/tickets/509043

    3 votes

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  6. 3 votes

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  7. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes

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  8. Download signature created or uploaded in PandaDoc account onto devices.

    3 votes

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  9. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    3 votes

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  10. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    3 votes

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  11. ability to lock the permission to change description to the products for users in catalog

    3 votes

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  12. 3 votes

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  13. 3 votes

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  14. 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.

    3 votes

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  15. All document units are expressed in inches - even where the document size is metric (A4!).

    Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).

    3 votes

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  16. 3 votes

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  17. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  18. 3 votes

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  19. Block user trying to get access to workspace

    3 votes

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  20. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    3 votes

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