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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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177 results found

  1. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    199 votes

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    Idea  ·  19 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  2. Hide some templates/folders 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

    92 votes

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    Idea  ·  13 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  3. Change account timezone within the system

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

    56 votes

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    Idea  ·  6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  4. Export Contacts List

    46 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

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  5. [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

    20 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

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  6. Export User List in CSV: download users of the PandaDoc account in one file

    Ability to export all the users under the account/workspaces

    20 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  7. 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

    20 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  8. delete workspace option

    19 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  9. 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.

    17 votes

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    Idea  ·  5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  10. 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

    16 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

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  11. disable expiration time

    disable expiration time

    13 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

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  12. [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.

    13 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  13. 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.

    12 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  14. The ability to change the name of the workspace

    11 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  15. Private Contact Option

    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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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  16. Change the title of the button “open the document”

    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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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  17. Add space between numbered list

    Add space between numbered list

    9 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  18. 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".

    8 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

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  19. Edit Approval Workflow without editing doc

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

    8 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  20. Remove users via SSO

    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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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