329 results found
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3 votes
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Option to assign users to view a specific template only
option to assign users to view a specific template only
2 votes -
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
7 votes -
Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
[Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.
Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.
5 votes -
5 votes
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1 vote
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Signature Certificate - Ability to track devices used when a document is signed.
Ability to track devices used when a document is signed.
1 vote -
Ability to adjust table row height
Ability to adjust table row height
12 votes -
Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
2 votes -
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.
1 vote -
Ability to mark all inbox in PandaDoc mobile version as read or unread.
Ability to mark all inbox in PandaDoc mobile version as read or unread.
2 votes -
4 votes
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1 vote
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2 votes
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2 votes
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add collaborator to a batch of document or all new documents at once
designate a person as a collaborator on all new documents created or be added to a batch of documents all at once
7 votes -
Disable Template Gallery
Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.
1 vote -
1 vote
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Enable suggestions by default
Ability to enable suggestions by default
1 vote
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