329 results found
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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 -
Ability to set Default Role when Inviting new Users
If the account has custom roles- make it appear as default when a new user is invited.
Allow Member Role to be a default role when inviting new users.
9 votes -
Document deletion restriction for non-admins/managers / restrict deleting completed documents
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
Ability to only delete drafts and approved contracts, but not signed contracts
9 votes -
ability to invite users to access the billing panel
ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.
9 votes -
Ability to delete a user from all workspaces at once
The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.
9 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
8 votes -
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
8 votes -
Allow upload image as an option for Available initials types.
It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.
8 votes -
Disable default roles from the workspace admin page
Disable default roles from the workspace admin page so custom roles can't be created from them.
7 votes -
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
7 votes -
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 -
Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
7 votes -
SSO assign license types at user sigup
Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP
7 votes -
Status Change Notifications
CC recipients on sent documents and have the option to be notified on the status change.
7 votes -
Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
7 votes -
Mandate Recipient passcode verification
Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "
6 votes -
Lock the feature in editor if that feature is not part of the subscription plan
Lock the feature in editor if that feature is not part of the subscription plan
6 votes -
Option to customize the profile picture
Option to customize the profile picture
- Will allow the user to move the profile picture based on user preference.
6 votes -
Increase branding logo resolution on automated emails from PandaDoc
Increase branding logo resolution on automated emails from PandaDoc
6 votes -
Button to delete your account
delete account button in profile settings maybe? Please advise where this elusive option can be found currently.
6 votes
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