332 results found
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[Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)
Activity reporting per user as to when the user logged in/logged out of the system
43 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
152 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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31 votes
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Edit / customize text in all email notifications including Completion or Signed Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995
224 votesHi!
We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Don’t hesitate to reach out if you have any other ideas. -
Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
17 votes -
Custom roles for different sales teams and users
I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization
4 votes -
77 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Reminder customization: Customize the text in reminder message
Customize the text in reminder message
322 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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0 votes
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Export User List in CSV: download users of the PandaDoc account in one file
Ability to export all the users under the account/workspaces
33 votes -
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
30 votes -
6 votes
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