327 results found
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rename user of the app as an admin
rename user of the app as an admin
6 votes -
move a team member from one workspace to another
move one team member from one workspace to another
6 votes -
Restrict Duplicating Documents
Have an option to restrict duplicating of documents.
6 votes -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
6 votes -
Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
6 votes -
Sub list in table
Sub list in table similiar to the text box
exmaple
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2.6 votes -
6 votes
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invite new users without using a license
invite new users without using a license
5 votes -
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
5 votes -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
view/access the document after expiration
Recipient should be able to still view the document after expiration
5 votes -
Move user(s) between workspaces
Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)
5 votes -
5 votes
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Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
5 votes -
Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
5 votes -
Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
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 change email background color
Ability to change the background color of the email received by the recipient
4 votes -
The ability to upload multiple signatures
Customer would like to have the ability to upload different signatures in their profile
4 votes
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