331 results found
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Importing your Google contacts (postal address)
Ability to include postal address
1 vote -
Changes to be applied Across all Workspaces
It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
1. Branding
2. Logo.
3. Signature
4. Email Address1 vote -
2 votes
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Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
Notification with PDF
Have the ability to receive a PDF of the notification to view on mobile.
1 vote -
Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
1 vote -
Reorder dashboard
Customer would like to rearrange the titles on the dashboard
1 vote -
Ability to access templates without a user license
Ability to access templates without a user license
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
2 votes -
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
7 votes -
Ability for table block to have same features as Excel
Ability for Table block in PD to have the same features as Microsoft Excel
4 votes -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
2 votes -
Email notification that the document has been received
Customer would like to a notification that recipient has receive the document
1 vote -
Retain features from legacy plans
Ability for old clients to retain and use the old features that they have from their old accounts (Subscriptions)
1 vote -
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
2 votes -
add collaborator to a batch of document or all new documents at once
designate a person as a collaborator on all new documents created or be added to a batch of documents all at once
7 votes -
1 vote
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1 vote
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Ability to have IT not use a license
We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.
1 vote -
Extend the Workspace [Invite Member] feature to allow for expiration on the invite
When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.
2 votes
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