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

    67 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • better reporting for all workspaces in one account
    • be able share Content library/Catalog items accross workspaces
    • share documents/e-forms/folders
    • shared settings for all the workspaces to better manage the account
    6 votes

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  2. customize the auto-reminder Time and Days

    9 votes

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  3. 2 votes

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  4. 2 votes

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  5. You should be able to adjust the way how decimals and separators look in the values in the table
    for instance, 1,000.00 or 1.000,00, etc

    2 votes

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  6. 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.

    5 votes

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  7. When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.

    2 votes

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

    4 votes

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  9. Customer would like to be able to change the approval workflow after sending without editing the document first.

    1 vote

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  10. 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.

    1 vote

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

    6 votes

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  12. It would be awesome if I could select all the spaces on one invite instead of going to each workspace separately to send different individual invitations. It would save a ton of time! You have a similar feature when removing a user the system asks if I would like to remove them from “all workspaces.”

    1 vote

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  13. disable expiration time

    4 votes

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  14. rename user of the app as an admin

    1 vote

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

    10 votes

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  16. 5 votes

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  17. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  18. The ability to have conditional approvals recognize a "manager role" that is specific to each user, rather than specific to the template.

    4 votes

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  19. 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.

    24 votes

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