337 results found
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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)
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Users' activity: determine the documents to which a Collaborator collaborates
How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?
I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).
The only 2 "bad" options I've considered are as follows:
delete the user…3 votes -
Importing your Google contacts (postal address)
Ability to include postal address
5 votes -
Option to approve new users
When people add others to my team I would like the option to approve
1 vote -
Create custom view/columns in home overview
Ability to create a custom view/rename columns in the Home Overview page.
3 votes -
2 votes
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The ability to upload multiple signatures
Customer would like to have the ability to upload different signatures in their profile
4 votes -
Set up the format for different currencies in the workspace settings
Set up the format for different currencies in the workspace settings
1 vote -
1 vote
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Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
7 votes -
Show full template/ document names in the list
Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.
Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown
1 vote -
Custom role can be used for the SSO
Custom role can be used for the SSO
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. To update your SSO settings, please reach out to the Support Team.
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Do not send automatic reminder if the manual reminder was sent
Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document
1 vote -
Automatically apply the signer's name to the document completion notification
Automatically apply the signer's name to the document completion notification
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Switch PandaDoc accounts without relogging
switch PandaDoc accounts without logging out and logging back in
2 votes -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
2 votes
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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
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