337 results found
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Support ticket requests in app to cc admins for visibility and notifications by workspace
support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?
I'd prefer to have our IT department to supervise support requests and admins to have visibility.The only way is to CC them in a reply to the emailed ticket.
Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.
2 votes -
Disable default roles from the workspace admin page
Disable default roles from the workspace admin page so custom roles can't be created from them.
7 votes -
receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
1 vote -
See the number of downloaded documents
We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.
4 votes -
Move a workspace to another account
Abilty to move workspace from one account to another
1 vote -
1 vote
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Option for a Custom Role with no document editing feature to have option to add a Collaborator
Option for a Custom Role with no document editting feature have option to add a Collaborator
3 votes -
4 votes
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2FA via email
Send code via email instead of using an authenticator app
1 vote -
Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
2 votes -
Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
4 votes -
Remove promotional window as a default workspace option
Remove promotional banner as a default option in the settings
2 votes -
Ability to adjust table row height
Ability to adjust table row height
12 votes -
Ability to track if someone accessed the PandaDoc account from a different location/IP address
An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.
3 votes -
Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.1 vote -
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 -
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
4 votes -
Advanced Reporting for Content Library-ALL Workspaces
Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.
1 vote -
start document sequence numbering from 0
start document sequence numbering from 0
1 vote -
4 votes
Hi,
Good news: With the latest Admin Panel update, it's now possible to change the workspace name within all plans. This update is being gradually rolled out during July and August. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
More details about the update can be found here.
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