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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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18 results found

  1. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

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

    28 votes

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    7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  2. The ability to change the name of the workspace

    26 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  3. Advanced reporting combined for all workspaces

    Customer would like to pull a report of all workspaces and filter by workspace.

    26 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  4. Ability to delete a user from all workspaces at once

    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.

    9 votes

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

  5. [Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.

    Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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

  6. Audit log for accounts showing user activity in the workspace

    Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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

  7. 'Rename workspace' option for all plans

    4 votes

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

  8. Central Point for Users in Organization

    Central place to review all the users and their membership in workspaces.

    3 votes

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

  9. Bulk Users Invite

    The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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

  10. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

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

  11. Admin Panel: Roles - Show which workspaces utilize the Custom Roles

    Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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

  12. Redlining - allow recipients to accept suggestions

    Ability for other roles to accept the redlining suggestions

    2 votes

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  13. Add custom roles in all workspaces at once or in bulk

    I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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

  14. invite new users to the account in bulk

    invite new users to the account in bulk

    https://pandadoc.zendesk.com/agent/tickets/443809

    1 vote

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  15. sending on members' behalf

    1 vote

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

  16. Ability to set preferred date layout

    It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Hi there!
    This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
    Hope this helps! For more information please reach out to our Support Team :)

  17. workspace invite link for paid plans

    workspace invite link for paid plans

    1 vote

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

  18. Option to turn off Download as .docx

    Downloading a PandaDoc to Word does not work correctly; random page breaks, missing letters from word that are spelled correctly, and no fillable fields. I would like to be able to turn off the option to download as a .docx on the workspace level or on the templates so the only download option is as a PDF file.

    0 votes

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