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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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156 results found

  1. 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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  2. Have an option to restrict duplicating of documents.

    9 votes

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  3. 9 votes

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

    8 votes

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  5. Increase branding logo resolution on automated emails from PandaDoc

    8 votes

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  6. 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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  7. move one team member from one workspace to another

    7 votes

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  8. 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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  9. 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!

  10. Ability to delete logo

    7 votes

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  11. Allow editing several WS at once.

    7 votes

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  12. 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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  13. Ability to include postal address

    6 votes

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

    6 votes

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  16. 6 votes

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  17. Ability to have different/separate company names for multiple whitelabeling accounts.

    5 votes

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  18. User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc

    5 votes

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  19. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    5 votes

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  20. The ability to Bulk update user emails in an account

    5 votes

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