Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. limit which templates / template folders a user can access

    73 votes

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  2. Have an option to change timezone of the application to AEST.

    54 votes

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  3. 36 votes

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

    26 votes

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  5. 18 votes

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  6. Change the color of the recipients in document

    14 votes

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

    14 votes

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  8. Activity reporting per user as to when the user logged in/logged out of the system

    13 votes

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

    13 votes

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

    11 votes

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  11. 10 votes

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  12. disable expiration time

    10 votes

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  13. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    10 votes

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  14. 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.

    10 votes

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  15. 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.

    8 votes

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  16. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    7 votes

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

    6 votes

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

    6 votes

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

    6 votes

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

    6 votes

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