347 results found
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Lock document functionality for users
Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.
4 votes -
Add another brand within the same workspace
It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.
4 votes -
Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
1 vote -
Option to set up a specific subdomain for everyone who joins a workspace
When a user joins a workspace, they will automatically be assigned a specific subdomain.
2 votes -
Edit documents value under the Home tab.
The option to adjust the document's value under the Home Tab, rather than on the document level.
1 vote -
Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
3 votes -
Ability to add transaction ID# under signature.
Ability to add transaction ID# under signature.
2 votes -
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.
2 votes -
Ability to overlay image into a video block
Ability to overlay image into a video block
1 vote -
Mass Import Users via CSV
Have the ability to import new Users via a CSV
2 votes -
stop receiving email updates when people joins pandadoc
receiving email updates when people in my company joins panda doc
2 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 -
Assign permissions for users to be able to share templates across workspaces
Assign permissions to share templates
1 vote -
Ability to turn off reminder even the document was already sent.
Ability to turn off reminder even the document was already sent.
1 vote -
Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
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 -
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
Download signature created or uploaded in PandaDoc account
3 votes
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