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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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223 results found

  1. 266 votes

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  2. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

    134 votes

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  3. 126 votes

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

    67 votes

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  5. 66 votes

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  6. Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    49 votes

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  7. ability to disable chat option in a document

    34 votes

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

    27 votes

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

    25 votes

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

    24 votes

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

    24 votes

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

    22 votes

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  13. 22 votes

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  14. 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.

    21 votes

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  15. 20 votes

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  16. 18 votes

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  17. 17 votes

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

    13 votes

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  19. 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.

    13 votes

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

    12 votes

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