367 results found
-
Melbourne Time Zone
Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.
4 votes -
Change logo shown on desktop tab to match branding setting logo
Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo
3 votes -
Selecting Time zone for Sydney Australia (UTC +11) AEDT
Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings
2 votes -
View the usage credits used with Make.com documents
View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make
2 votes -
Ability to select the placement of the logo on the completed document notification.
The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?
2 votes -
Make SMS verification be a mandatory setting that staff cannot forget to do – and this is important to show we are complying with our
Make the verification be a mandatory setting so that the staff or document creator can't overlook it.
1 vote -
Share templates with CLIs across workspaces
Content Library items are not carried over when sharing templates across workspaces. When we share a template to another workspace, the Content Library elements inside that template do not transfer automatically. As a result, we must either (a) manually share each Content Library item or (b) recreate all missing items in the other workspace. This creates additional work and increases the risk of inconsistencies.
1 vote -
[API] Create Session for Embedded Signing with Recipient Groups
It will be extremely time-consuming to utilize Pandadoc without this functionality, if possible at all.
Since we are relying on the Pandadoc API and Embedded Signing to integrate Pandadoc into our platform, we need to fulfill certain business needs. One of those needs is to allow for several users from a given organization the opportunity to sign a document. That means we do not know who from an organization will sign into our platform to make a signature.
What does that mean for our use of Pandadoc? Well, as I understand it, we need to create a document…
1 vote -
Account owner's appoval if chaning the Guest License to Full (Standard)
We would like the ability to require admin approval before a license is changed and invoiced.
1 vote -
Set Home Tab Options for Entire Workspace
We were wondering if we could customize the Home page’s time period for the entire workspace
2 votes -
Remove inactive users automatically / auto-deprovisioning
The customer would like to remove users automatically based on the inactivity status so it is easy to keep the account user list clean. They have over 2700 users in the account and it is difficult to track inactive users and remove manually.
2 votes -
Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.
Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.
1 vote -
Allow Admin to login as other users to verify account settings and/or troubleshoot
As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.
4 votes -
Apply one time zone to all workspaces at once.
PandaDoc doesn’t offer a way to change time zones programmatically or in bulk across all workspaces. Each workspace’s time zone still needs to be set manually under Settings. Requesting a feature that would allow to apply one time zone to all workspaces at once which would be especially helpful for organizations managing several workspaces.
1 vote -
Different company names for whitelabeling accounts/multiple workspace
Ability to have different/separate company names for multiple whitelabeling accounts.
5 votes -
A Download to CSV button on our All User page and on the Teams page
Ability to download a report that contains users with their role and their seat listed.
2 votes -
SSO Groups
User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc
5 votes -
Ability for a user to approve documents without needing access to "Can view any document."
Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.
2 votes -
2 votes
-
[Licenses] Show how many users are occupying a license in the Billing section
Rather than just showing the number of seats being paid for, show how many users are also using the license.
1 vote
- Don't see your idea?