347 results found
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Multiple eSign disclosure agreements per workspace
The ability to add multiple eSign disclosure agreements per workspace would be helpful.
2 votes -
Different company names for whitelabeling accounts/multiple workspace
Ability to have different/separate company names for multiple whitelabeling accounts.
2 votes -
Role Permission pop up notification
Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.
User 1 Admin Role
User 2 Limited Member Role
User 3 Member RoleAdmin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.
The Aks: It would be best that when a Role with limitations makes a change on a document if…
2 votes -
Deactivate team member invitations that have been sent out by users who have been removed from the workspace
Right now, a user can send an invitation -> be removed from the workspace -> the invitation can still be accepted. This request is to have a functionality that would deactivate that invitation when the user who sent it has been removed from the workspace.
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
2 votes -
2 FA without logging out
Always have 2FA enabled even if the account window is closed and the user did not log out manually from the account.
2 votes -
Disable the document is waiting for payment notification
Ability to disable the "document is waiting for payment notification" that is sent immediately after documents' completion if payment app is enabled.
1 vote -
1 vote
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Web-based SAML app in Google's catalog with auto-provisioning features.
hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?
2 votes -
A permission for custom roles allowing to provide access to Webhooks settings
A permission for custom roles allowing to provide access to Webhooks settings
1 vote -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
29 votes -
Ability to send a notification reminder for a invoice document that is created from PandaDoc.
Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.
As per customer :
I should say that we do not use any of suggested payment gateway.
We just use an international swift payments thought the bank account.
So invoice is not linked to stripe, paypal etc.
It’s just a document which we provide for the client to pay our services.
Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?2 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
Option to make fields when creating contacts required
The ability to make contact creation fields required such as Company.
1 vote -
2 votes
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Customize Home Screen
Having the ability to customize the Home Screen, such as the option to use the simplified signature send view similar to what the Free eSign plan offers.
1 vote -
Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
3 votes -
Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote
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