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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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356 results found

  1. Disable default roles from the workspace admin page

    Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Button to delete your account

    delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Add a middle name to personal information

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. 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

    7 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. SSO assign license types at user signup

    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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  6. Custom role ability to create automations

    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.

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. 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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  8. 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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  9. [Settings] Turn off the auto-reminders for all of the outstanding documents.

    6 votes

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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. Different company names for whitelabeling accounts/multiple workspace

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

    5 votes

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  18. Bulk update user emails

    The ability to Bulk update user emails in an account

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. 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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  20. Notifications for cc recipients whenever document is signed by a Signer

    5 votes

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