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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

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

    9 votes

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

    4 votes

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  3. 3 votes

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

    5 votes

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

    3 votes

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  6. 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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  7. 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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  8. 1 vote

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  9. 1 vote

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

    4 votes

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  11. 2 votes

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  12. 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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  13. 2 votes

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  14. rename user of the app as an admin

    6 votes

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

    2 votes

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  16. 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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  17. 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.

    2 votes

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  18. Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    5 votes

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  19. I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

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  20. 3 votes

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