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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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202 results found

  1. 3 votes

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  2. 3 votes

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  3. Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.

    3 votes

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  4. All document units are expressed in inches - even where the document size is metric (A4!).

    Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).

    3 votes

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  5. 3 votes

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  6. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  7. It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.

    3 votes

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  8. 3 votes

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  9. Block user trying to get access to workspace

    3 votes

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  10. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    3 votes

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  11. Have a possibility to create groups within workspaces

    3 votes

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  12. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    3 votes

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  13. 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.

    3 votes

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  14. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    3 votes

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  15. 3 votes

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  16. 3 votes

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  17. Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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  18. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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  19. Have the ability to manage the visibility of contacts from users

    2 votes

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  20. Have the ability to import new Users via a CSV

    2 votes

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