Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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    • separate repository in side bar (like Content library)

    • folders within Image library

    61 votes

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  1. Auto-update templates/CLIs if the item is updated in Catalog

    26 votes

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

    25 votes

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  3. extend the expiration time of a document once it has become expired

    23 votes

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  4. 23 votes

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  5. Introduce more page sizes to the document editor:
    * American legal size paper - 8.5 x 14 inches
    * Tabloid size paper - 11 x 17 inches

    State your format in the comments!

    16 votes

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  6. Strengthen the security of your PandaDoc account by enabling multi-factor authentication. This will force account users to verify their logins with an extra code from SMS message or Google/MS authenticator.

    15 votes

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  7. 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.

    13 votes

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  8. Copy Catalog Items and save as a new item

    10 votes

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  9. Customer would like to pull a report of all workspaces and filter by workspace.

    9 votes

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    • set approvers for groups of users within PandaDoc

    • user-related not template related

    9 votes

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

    9 votes

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

    6 votes

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  12. 6 votes

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

    5 votes

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

    4 votes

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  15. Add space between numbered list

    4 votes

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  16. Add the ability for admin to have notifications for entire workspace

    4 votes

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  17. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    4 votes

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  18. They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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