356 results found
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Option to disable change status of documents for non admins roles
Option to disable change status of documents for non admins roles
- will allow the Admin [Owner] to disable the feature from non-Admin user role.
2 votes -
Custom Permissions for adding tags
Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.
2 votes -
Edit revenue in application reporting
Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.
1 vote -
Ability to set an expiration date for the document for "today/by the end of the day".
Ability to set an expiration date for the document for "today/by the end of the day".
14 votes -
1 vote
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1 vote
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Option to resize logo
An ability to resize logo for the recipient's view
9 votes -
Global Settings: disable pdf download for entire account / Ability to disable the 'Download document' for recipients on the account level
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
15 votes -
Account Messaging / Notifications for Admins Only
Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.
9 votes -
Add a message/link to the dashboard
idea to add a message/link to the dashboard for all of our team members to see
4 votes -
3 votes
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default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
Separate branding on a template/document level
should be possible to define an indiviudal branding per document/ on a template level
3 votes -
Add permission option to "View Team Page" without the ability to edit users' roles or licenses
Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.
Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.
2 votes -
Restrict page deletion
Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.
2 votes -
1 vote
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1 vote
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view/access the document after expiration
Recipient should be able to still view the document after expiration
8 votes -
2 votes
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Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votes
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