Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 190 votes

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  2. limit which templates / template folders a user can access

    85 votes

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  3. Have an option to change timezone of the application to AEST.

    55 votes

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  4. 40 votes

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  5. 19 votes

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  6. Attach a PDF copy of a document to an email regardless of this document's status

    19 votes

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  7. Ability to export all the users under the account/workspaces

    16 votes

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  8. Change the color of the recipients in document

    15 votes

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  9. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    15 votes

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  10. It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    14 votes

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  11. Activity reporting per user as to when the user logged in/logged out of the system

    13 votes

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  12. disable expiration time

    12 votes

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  13. Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    12 votes

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  14. 11 votes

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  15. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    11 votes

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  16. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    11 votes

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  17. Ability to set an expiration date for the document for "today/by the end of the day".

    8 votes

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  18. Customer would like to be able to change the approval workflow after sending without editing the document first.

    8 votes

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  19. Add space between numbered list

    7 votes

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  20. 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.

    7 votes

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