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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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183 results found

  1. Ability to change the background color of the email received by the recipient

    9 votes

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  2. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    9 votes

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  3. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    9 votes

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  4. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    9 votes

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  5. Have an option to restrict duplicating of documents.

    9 votes

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  6. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    9 votes

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  7. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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  8. 9 votes

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  9. Option to switch off "Collaborator requests access" notification for Admin users.

    8 votes

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  10. Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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  11. Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    7 votes

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  12. move one team member from one workspace to another

    7 votes

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  13. 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

    7 votes

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  14. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Ability to delete logo

    7 votes

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  16. Allow editing several WS at once.

    7 votes

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  17. As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.

    6 votes

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  18. Ability to include postal address

    6 votes

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  19. Current Behavior: Setting an expiration date at the workspace level only applies to newly created documents and templates. To update existing templates, users must go through them manually, one by one.
    Desired Behavior: Add the ability to mass-update/bulk-apply expiration settings for all existing templates across the workspace.

    6 votes

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  20. Option to invite a Collaborator under Team and seats instead of adding them on the document level

    6 votes

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