Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    1 vote

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  2. The ability to have conditional approvals recognize a "manager role" that is specific to each user, rather than specific to the template.

    1 vote

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  3. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    1 vote

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  4. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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  5. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    1 vote

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  6. A way to clone current account roles and edit their permissions for custom account roles

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  7. 1 vote

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  8. 1 vote

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

    1 vote

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  10. Global Settings: the same Roles for all templates to be created

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  11. a way to export the custom role permissions into excel file

    1 vote

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  12. Primarily a security feature with potential analytics application.

    1 vote

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  13. 1 vote

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  14. Upload a document option directly from contacts tab like in EV1

    1 vote

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  15. I would love to see a summary email that provides an overview of what is happening in Pandadoc each day.

    1 vote

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  16. Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    1 vote

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  17. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    1 vote

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  18. workspace invite link for paid plans

    1 vote

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  19. 1 vote

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  20. Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    1 vote

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