279 results found
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4 votes
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Add a message/link to the dashboard
idea to add a message/link to the dashboard for all of our team members to see
4 votes -
move a team member from one workspace to another
move one team member from one workspace to another
4 votes -
Real-time tracking of active user login and activity
Primarily a security feature with potential analytics application.
4 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
4 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
4 votes -
Export sections of a document
Export sections of a document instead of the whole document
4 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.
4 votes -
Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
Signature with Conditional Approvals
It would be nice to have the option to include signatures in the conditional approval workflow.
4 votes -
Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
4 votes -
Custom roles for different sales teams and users
I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization
4 votes -
4 votes
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Overview tab in the Home view
Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.
3 votes -
3 votes
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Use a different email per workspace
The ability to use a different email per workspace within an account.
3 votes -
remove the owner from being copied on every notification for all licenses
Remove the owner from being copied on every notification for all licenses
3 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. "
3 votes -
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
(Salesforce) Abillity to pass contacts as recipients to PandaDoc.
3 votes -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes
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