Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    1 vote

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  2. rename user of the app as an admin

    1 vote

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

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  4. 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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  5. 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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  6. We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.

    1 vote

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  7. Ability to see or preview what it looks like after changing the Branding

    1 vote

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  8. 1 vote

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  9. Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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  10. Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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  11. Option to download signed doc as JPEG

    1 vote

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  12. restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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  13. At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins

    1 vote

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  14. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  15. branding as add on feature to lower plans

    1 vote

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  16. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    1 vote

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  17. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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  18. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    1 vote

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  19. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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  20. 1 vote

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