Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    4 votes

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  2. Change the color of the recipients in document

    4 votes

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

    4 votes

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  4. Add space between numbered list

    4 votes

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  5. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    4 votes

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  6. They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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  7. Allow editing several WS at once.

    4 votes

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  8. Be able to add a contact photo to Contacts in PD Contacts that do not have a PandaDoc account

    4 votes

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

    3 votes

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  10. Be able to customize branding for forms (for example change color of button "review document" )

    3 votes

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

    3 votes

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  12. Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    3 votes

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  13. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document

    3 votes

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  14. 3 votes

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  15. It would be nice to have the option to include signatures in the conditional approval workflow.

    3 votes

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  16. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    3 votes

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  17. save initials in the account like signatures

    3 votes

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  18. 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.

    3 votes

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  19. 3 votes

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  20. 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.

    3 votes

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