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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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196 results found

  1. Private Contact Option

    Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    11 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. save initials in the account like signatures

    save initials in the account like signatures

    10 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. [Reporting] Reporting based on document tags

    Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    32 votes

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    Idea  ·  8 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Ability to backup account data manually

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. [Partner] Restrict workspaces from adding more licenses than allotted

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

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document

    Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    15 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Allow admins to change other users' emails, names, and passwords

    Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    15 votes

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    Idea  ·  5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    5 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Disable inline commenting (add a comment button) option

    Disable add a comment button in documents

    34 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    18 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Custom roles for different sales teams and users

    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

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Growth: Pause subscription

    0 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Automatic PDF for non-completed document: send the document as a PDF along with the email

    Attach a PDF copy of a document to an email regardless of this document's status

    30 votes

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    Idea  ·  5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. When global settings are changed, have it also apply to existing documents and templates.

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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