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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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192 results found

  1. Ability for recipients to view each pages after clicking Start

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Ability to lock recipient configuration

    The administrator could restrict workspace users from changing some recipients when sending documents.

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Set Roles for templates on the account level

    Global Settings: the same Roles for all templates to be created

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. export the custom role permissions into excel file

    a way to export the custom role permissions into excel file

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Option to set workspace sorting to alphabetical

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Option to specify CSV column separator in Workspace settings

    when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Set expiration to expire on certain weekdays

    Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Reset personal info in the Settings (including profile pic)

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. SSO assign license types at user sigup

    Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Custom themes should be available in all of my workspaces

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Ability to delete logo

    Ability to delete logo

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Allow upload image as an option for Available initials types.

    It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Multiple Branding Options for One Workspace

    Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    17 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Change old private comment to public

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. SugarCRM two-way sync

    SugarCRM two-way sync

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Ability to set Default Role when Inviting new Users

    If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    9 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. PDF when completed to be sent

    If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF

    1 vote

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