249 results found
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Reminder customization: Customize the text in reminder message
Customize the text in reminder message
266 votes -
Edit / customize text in all email notifications including Completion or Signed Email Message
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
134 votes -
Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
126 votes -
Change account timezone within the system
Have an option to change timezone of the application to AEST.
67 votes -
66 votes
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Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
49 votesReopening this Idea after clarification that an email notification is what is being requested.
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Disable chat option
ability to disable chat option in a document
34 votes -
[Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)
Activity reporting per user as to when the user logged in/logged out of the system
27 votes -
Export User List in CSV: download users of the PandaDoc account in one file
Ability to export all the users under the account/workspaces
25 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
24 votes -
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
24 votes -
Admin dashboard -- Overview all users / Manage all Users at once for all workspaces
It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.
22 votes -
22 votes
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[Reporting] Reporting based on document tags
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.
21 votes -
Disable expiration time [Workaround in comments]
disable expiration time
20 votes -
18 votes
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17 votes
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Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
13 votes -
Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
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.
13 votes -
Ability to set an expiration date for the document for "today/by the end of the day".
Ability to set an expiration date for the document for "today/by the end of the day".
12 votes
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