Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. extend the expiration time of a document once it has become expired

    38 votes

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  2. Currently the workspace name is not visible on any page for the user. Users in multiple workspaces report this as their top issue. Please implement/add the Workspace Name at the TOP of ALL pages. We just went through our first implementation phase and it's been messy. A generous amount of our users will be in multiple workspaces too.

    4 votes

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  3. customize the auto-reminder Time and Days

    5 votes

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  4. 4 votes

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  5. 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.

    4 votes

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    • separate repository in side bar (like Content library)

    • folders within Image library

    77 votes

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  6. It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    3 votes

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  7. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    2 votes

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  8. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    2 votes

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  9. Have separate permissions for specific documents, not only workspaces

    6 votes

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

    3 votes

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  11. Be able to customize branding for forms (for example change color of button "review document" )

    3 votes

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  12. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    15 votes

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  13. Ability to add multiple users to multiple Workspaces all at once

    2 votes

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  14. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    1 vote

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  15. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    1 vote

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  16. 1 vote

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  17. allow custom roles be approvers in workflows

    1 vote

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  18. Change the color of the recipients in document

    4 votes

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  19. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    4 votes

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