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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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307 results found

  1. Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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  2. 2 votes

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  3. Hide Contacts section from team members

    2 votes

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  4. 2 votes

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  5. Ability to limit account users from creating tags.

    2 votes

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  6. 2 votes

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  7. 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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  8. 2 votes

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

    2 votes

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  10. 2 votes

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  11. 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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  12. 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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  13. 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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  14. 2 votes

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

    2 votes

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  16. 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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  17. 2 votes

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  18. 2 votes

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  19. custom role member should be able send the document without needing to edit it

    2 votes

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  20. alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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