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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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333 results found

  1. Reporting of multicurrency in the same workspace

    Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Ability to lock recipient configuration

    The administrator could restrict workspace users from changing some recipients when sending documents.

    2 votes

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  3. export the custom role permissions into excel file

    a way to export the custom role permissions into excel file

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Option to set workspace sorting to alphabetical

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Ability to Change Recontact Email on Expired Document prompt

    2 votes

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  6. Ability to track the remaining number of licenses

    detect when a new user is added which consumes a license

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Allow account owner to edit users' profile info

    2 votes

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  8. custom role should be able send the document without needing to edit it

    custom role member should be able send the document without needing to edit it

    2 votes

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  9. alternate PandaDoc interface that doesn't use logos when we needed

    alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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  10. Ability to break one workspace into multiple teams

    2 votes

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  11. Ability to backup account data manually

    2 votes

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  12. Mapping of specific Templates/folders as needed for users utilizing CRMs

    It would be great to have a feature where users can only see a specific folder (Display contents of a particular folder) instead of showing all the templates. This feature will limit users from having access to restricted templates.

    Please also enable this feature for CRM's

    1 vote

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  13. set up the workspace currency in the workspace settings

    set up the workspace currency in the workspace settings

    1 vote

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  14. Track last use date of guest licenses to manage them more effectively

    1 vote

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  15. Custom Role - Ability to access shared template using the document panel without accessing the template panel

    Custom Role - Ability to access shared template using the document panel without accessing the template panel

    1 vote

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  16. Show full template/ document names in the list

    Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.

    Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown

    1 vote

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  17. Custom role can be used for the SSO

    Custom role can be used for the SSO

    1 vote

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  18. Automatic Send reminder not to go through

    Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  19. Ability to view document or contract expirations aside from those are nearly expiring. Different from the "Expiring Soon" section.

    1 vote

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  20. Custom role has a permission to create workspaces

    Custom role has a permission to create workspaces

    1 vote

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