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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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339 results found

  1. 1 vote

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  2. 1 vote

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  3. An ability to resize logo for the recipient's view

    9 votes

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  4. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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  5. Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.

    9 votes

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

    4 votes

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  7. 3 votes

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  8. Default page size for all new documents/templates to be set on a workspace level

    5 votes

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

    3 votes

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  10. 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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  11. 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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  12. 1 vote

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  13. 1 vote

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

    4 votes

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  15. 2 votes

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  16. 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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  17. 2 votes

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  18. rename user of the app as an admin

    6 votes

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

    2 votes

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  20. 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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