338 results found
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receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
2 votesHi,
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Move a workspace to another account
Abilty to move workspace from one account to another
1 vote -
Enable User Groups for Permissions and Workflow Management
For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.9 votes -
2 votes
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Option to setup default sequence to all documents
The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence
4 votes -
2FA via email
Send code via email instead of using an authenticator app
1 vote -
Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.1 vote -
Advanced Reporting for Content Library-ALL Workspaces
Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.
1 vote -
Automatically apply the signer's name to the document completion notification
Automatically apply the signer's name to the document completion notification
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Start document sequence numbering from 0
Start document sequence numbering from 0
1 vote -
Users' activity: determine the documents to which a Collaborator collaborates
How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?
I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).
The only 2 "bad" options I've considered are as follows:
delete the user…3 votes -
Bulk update user emails
The ability to Bulk update user emails in an account
3 votes -
Switch PandaDoc accounts without relogging
switch PandaDoc accounts without logging out and logging back in
2 votes -
Create custom view/columns in home overview
Ability to create a custom view/rename columns in the Home Overview page.
3 votes -
2 votes
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Support ticket requests in app to cc admins for visibility and notifications by workspace
support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?
I'd prefer to have our IT department to supervise support requests and admins to have visibility.The only way is to CC them in a reply to the emailed ticket.
Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.
2 votes -
Group users by country or custom property for billing
Group users by country or custom property for billing and then report on those segments
1 vote -
Disable all internal notifications for Admin/Account owner
Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)
1 vote -
Admin: Remove temporary block for team member entering password incorrectly
I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.
1 vote
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