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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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281 results found

  1. Remove logo from branding entirely within a workspace

    1 vote

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  2. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  3. sending on members' behalf

    1 vote

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  4. The ability for users with a 'Member' role to view all documents in a workspace, but not have the ability to edit/delete them.

    1 vote

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  5. Add die cut lines for printing

    Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  6. disable SSO login page option

    disable SSO login page

    1 vote

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  7. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    1 vote

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  8. Add hyperlink into email footer

    1 vote

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  9. Add About to Expire tile on dashboard landing page

    It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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  10. Only be able to create a document via CRM

    1 vote

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  11. Ability to add a user to view a workspace for just a limited amount of time

    Ability to add a user to view a workspace for just a limited amount of time

    1 vote

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  12. Edit revenue in application reporting

    Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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  13. Indent Table of Contents

    1 vote

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  14. Customize editor features for certain users

    1 vote

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  15. Add workspace user, but bill separately

    1 vote

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  16. Restrict Managers in assigning Admin Account role to newly invited users

    1 vote

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  17. Editing options when changing/editing licenses

    We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.

    1 vote

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  18. Preview option after changing the Branding

    Ability to see or preview what it looks like after changing the Branding

    1 vote

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  19. Show expiration date on the viewed document

    1 vote

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  20. separate view for company details

    Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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