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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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339 results found

  1. 336 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

    234 votes

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  3. 159 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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

    79 votes

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  5. 77 votes

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  6. 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.

    68 votes

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

    45 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. ability to disable chat option in a document

    43 votes

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    Hi there. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. 36 votes

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

    34 votes

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

    32 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.

    32 votes

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  13. 32 votes

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

    30 votes

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

    28 votes

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    Hi,

    Good news: With the latest Admin Panel update, it's now possible to manage all users within the organization from the corresponding section. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.


  16. 26 votes

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    Hi,

    Good news: With the latest Admin Panel update, you can now manage custom role workspace enablement directly from the custom role page. This update is being gradually rolled out during July and August. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.

  17. I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.

    24 votes

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  18. Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk

    23 votes

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  19. 22 votes

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  20. Ability to add multiple users to multiple Workspaces all at once

    22 votes

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