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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. SSO assign license types at user sigup

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Ability to change email background color

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

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Importing your Google contacts (postal address)

    Ability to include postal address

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. 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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  5. [Settings] Turn off the auto-reminders for all of the outstanding documents.

    6 votes

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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. customize the email notification message sent to the recipients that the document is waiting for payment.

    customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. 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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  16. 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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  17. Archive Contacts

    Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. 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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  19. 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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  20. Option for a user to leave a workspace

    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

    5 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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