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Status Change Notifications
CC recipients on sent documents and have the option to be notified on the status change.
3 votes -
Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
1 vote -
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 -
38 votes
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2 votes
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Document deletion restriction for non-admins/managers
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
5 votes -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
1 vote -
Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
1 vote -
1 vote
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Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
3 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
1 vote -
Export sections of a document
Export sections of a document instead of the whole document
4 votes -
Ability to delete a user from all workspaces at once
The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.
7 votes -
The ability to assign folders in the documents tab to members of the workspace
This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized
2 votes -
Download on Dashboard
Have a way on the dashboard or somehow labeled on the document list to indicate if that specific document had been downloaded.
2 votes -
2 votes
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Last login date in Settings->Billing->Users
Be able to see the last login date to a workspace when you click on a user in Settings -> Billing -> Users
3 votes -
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.
10 votes -
1 vote
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Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
1 vote
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