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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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184 results found

  1. 218 votes

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  2. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    108 votes

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  3. 105 votes

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

    56 votes

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  5. 50 votes

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  6. ability to disable chat option in a document

    30 votes

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

    21 votes

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

    21 votes

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

    21 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.

    19 votes

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  11. 19 votes

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

    16 votes

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  13. 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.

    16 votes

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  14. 14 votes

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  15. 13 votes

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  16. 13 votes

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  17. 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.

    12 votes

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

    11 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)

    10 votes

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  20. Add space between numbered list

    9 votes

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