292 results found
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Ability to turn off reminder even the document was already sent.
Ability to turn off reminder even the document was already sent.
1 vote -
Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
2 votes -
Ability to have an auto fill signature button.
Ability to have an auto fill signature button.
1 vote -
merge workspaces within one account
merge workspaces within one account
https://pandadoc.zendesk.com/agent/tickets/38882316 votes -
option for technical support licenses - to add, remove, and change users on the PD account
Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.
1 vote -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
Ability to receive notification emails for how many documents are awaiting your signature (in the inbox).
Ability to receive notification emails for documents that await your signature (in the inbox).
Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).
1 vote -
Ability for the account owner to restrict members from uploading documents/templates
Ability for the account owner to restrict members from uploading documents/templates
1 vote -
2 votes
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Add status to 'Users in current workspace' for users who have completed registration
We have hundreds of users on PandaDoc and we would like to see which users have not yet accepted their invitations / completed sign up. Would it be possible to add another column on the user view in Settings that indicates whether a user has completed sign up (Active) vs those that have not yet completed sign up (Inactive)?
Thank you!
1 vote -
2 votes
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Send bulk communication/email messages to workspace(s) users
We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.
1 vote -
Update recipient view language in one action for all of the documents.
Previous and new.
1 vote -
Get one list of all collaborators from multiple workspaces
The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.
1 vote -
Manage Visibility of contacts
Have the ability to manage the visibility of contacts from users
1 vote -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
9 votes -
Ability to add transaction ID# under signature.
Ability to add transaction ID# under signature.
1 vote -
Ability to add a billing role without access to documents
A role which a user will only be able to view billing and not have access to documents, templates, etc.
1 vote -
Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
1 vote -
Ability not to select or tie email address to recipient
Ability not to select or tie email address to recipient
2 votes
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