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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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208 results found

  1. 34 votes

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  2. Ability to export all the users under the account/workspaces

    33 votes

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

    30 votes

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  4. 30 votes

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  5. Attach a PDF copy of a document to an email regardless of this document's status

    29 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.

    28 votes

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  7. 26 votes

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  8. Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    26 votes

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  9. Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    23 votes

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

    21 votes

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  11. 19 votes

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  12. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    17 votes

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

    16 votes

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  14. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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  15. Add space between numbered list

    15 votes

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  16. Option to remove Account owner/Admin from the workspace

    14 votes

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  17. 13 votes

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  18. Ability to set an expiration date for the document for "today/by the end of the day".

    13 votes

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  19. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    13 votes

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  20. Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    13 votes

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