342 results found
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2 votes
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custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).
15 votes -
Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
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.
20 votes -
1 vote
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alternate PandaDoc interface that doesn't use logos when we needed
alternate PandaDoc interface that doesn't use logos when we needed
2 votes -
save initials in the account like signatures
save initials in the account like signatures
10 votes -
PDF when completed to be sent
If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF
1 vote -
Notification for template editing
Send a notification to the team once the template is updated/edited
4 votes -
Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
1 vote
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3 votes
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2 votes
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Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
5 votes -
8 votes
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Custom roles for different sales teams and users
I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization
6 votes -
[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
doc2doc for different workspaces
doc2doc for different workspaces
1 vote -
2 votes
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1 vote
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