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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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192 results found

  1. Option to assign users to view a specific template only

    option to assign users to view a specific template only

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. [Settings] Turn off the auto-reminders for all of the outstanding documents.

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Option to customize the profile picture

    Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Increase branding logo resolution on automated emails from PandaDoc

    Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Remove logo from branding entirely within a workspace

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. rename user of the app as an admin

    rename user of the app as an admin

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. move a team member from one workspace to another

    move one team member from one workspace to another

    6 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Set Roles for templates on the account level

    Global Settings: the same Roles for all templates to be created

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. Set expiration to expire on certain weekdays

    Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Custom roles for different sales teams and users

    I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Mandate Recipient passcode verification

    Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    5 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    Ability to mark all inbox in PandaDoc mobile version as read or unread.

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. default page size on the workspace level

    Default page size for all new documents/templates to be set on a workspace level

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Move user(s) between workspaces

    Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Reset personal info in the Settings (including profile pic)

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft

    5 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Master settings: edit multiple Workspaces at once

    Allow editing several WS at once.

    5 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Ability to add more than 20 collaborators for an additional charge.

    Ability to add more than 20 collaborators for an additional charge.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Being able to change the email the document is sent from

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Add collaborator same way as adding other account roles

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

    4 votes

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