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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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177 results found

  1. 199 votes

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  2. 92 votes

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

    56 votes

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  4. 46 votes

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

    20 votes

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

    20 votes

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

    20 votes

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  8. 19 votes

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

    17 votes

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

    16 votes

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  11. disable expiration time

    13 votes

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  12. 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.

    13 votes

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  13. 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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  14. 11 votes

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

    9 votes

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  17. Add space between numbered list

    9 votes

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

    8 votes

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

    8 votes

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  20. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    7 votes

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