352 results found
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Option to restrict users to manually decline documents
Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.
2 votes -
Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
1 vote -
Ability to set up different profile names in different workspaces.
Ability to set up different profile names in different workspaces.
1 vote -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
Saved Message - eForms
Ability to use saved messages for eforms
2 votes -
Option to approve new users
When people add others to my team I would like the option to approve
1 vote -
Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
4 votes -
Ability to remove "Action required" items
Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.
3 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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Set up the format for different currencies in the workspace settings
Set up the format for different currencies in the workspace settings
1 vote -
1 vote
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Show full template/ document names in the list
Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.
Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown
1 vote -
Custom role can be used for the SSO
Custom role can be used for the SSO
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. To update your SSO settings, please reach out to the Support Team.
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Do not send automatic reminder if the manual reminder was sent
Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document
1 vote -
Ability to change email background color
Ability to change the background color of the email received by the recipient
8 votes -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
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,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Move a workspace to another account
Abilty to move workspace from one account to another
2 votes -
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.10 votes -
4 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
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