330 results found

1. Add a middle name to personal information
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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. rename user of the app as an admin

   rename user of the app as an admin

   6 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Restrict Duplicating Documents

   Have an option to restrict duplicating of documents.

   6 votes

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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4. Set Roles for templates on the account level

   Global Settings: the same Roles for all templates to be created

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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5. When global settings are changed, have it also apply to existing documents and templates.
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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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6. invite new users without using a license

   invite new users without using a license

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   2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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7. Use a different email per workspace

   The ability to use a different email per workspace within an account.

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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8. [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.

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

9. [Settings] Turn off the auto-reminders for all of the outstanding documents.
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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

10. 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.

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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11. default page size on the workspace level

    Default page size for all new documents/templates to be set on a workspace level

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. 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)

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Allow user access to certain document folders or documents
    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. 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

    5 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Reset personal info in the Settings (including profile pic)
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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. 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

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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17. 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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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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18. See the number of downloaded documents

    We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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19. 'Rename workspace' option for all plans
    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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20. Option to turn off the auto-population of Type signatures with the email address if the First and Last names weren't provided.
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    2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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