Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Customer would like to be able to change the approval workflow after sending without editing the document first.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  6. rename user of the app as an admin

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  7. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. ability to change the automated emails wording (reminder to sign a doc, etc.)

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  10. Have the option to use business days for expiration on settings

    0 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  12. Separate notifications settings for regular documents and documents created from forms

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  13. Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. 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.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  16. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  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.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  18. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. 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)

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

← Previous 1 3 4 5 8 9
  • Don't see your idea?