352 results found
-
Ability to track the remaining number of licenses
detect when a new user is added which consumes a license
2 votes -
Option to create an account under the email the user is already registered in PandaDoc, however, no accounts are owned by this user
Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered
1 vote -
2 votes
-
Export User List in CSV: download users of the PandaDoc account in one file
Ability to export all the users under the account/workspaces
37 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
-
2 votes
-
Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
1 vote -
1 vote
-
Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
17 votes -
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
33 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
12 votes -
Export sections of a document
Export sections of a document instead of the whole document
4 votes -
2 votes
-
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 -
save initials in the account like signatures
save initials in the account like signatures
11 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
-
alternate PandaDoc interface that doesn't use logos when we needed
alternate PandaDoc interface that doesn't use logos when we needed
2 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
- Don't see your idea?