332 results found
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merge workspaces within one account
merge workspaces within one account
https://pandadoc.zendesk.com/agent/tickets/38882319 votes -
Option to manually notify the sender of document completion
Would like the option for the recipient to manually notify the sender of document completion.
2 votes -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
13 votes -
Assign permissions for users to be able to share templates across workspaces
Assign permissions to share templates
1 vote -
Option to assign users to view a specific template only
option to assign users to view a specific template only
2 votes -
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 -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
Ability to have an auto fill signature button.
Ability to have an auto fill signature button.
1 vote -
Ability to mark all inbox in PandaDoc mobile version as read or unread.
Ability to mark all inbox in PandaDoc mobile version as read or unread.
2 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 -
Download signature created or uploaded in PandaDoc account onto devices.
Download signature created or uploaded in PandaDoc account onto devices.
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
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