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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

  1. 2 votes

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  2. 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.

    2 votes

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  3. 2 votes

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

    2 votes

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  5. 2 votes

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  6. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  7. Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    2 votes

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  8. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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  9. Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.

    2 votes

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  10. 2 votes

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  11. Create a setting to block the ability for users to create a document from a sent document.
    Idea is to force them to convert the sent document into a template or use an existing template.
    This would reduce the possibility of client data transferring to another document.

    2 votes

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  12. 2 votes

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  13. Possibility of having document roles to keep role assignment when CL items are added

    2 votes

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  14. 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.

    2 votes

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  15. Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.

    2 votes

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

    2 votes

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

    2 votes

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  19. 2 votes

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  20. 2 votes

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