148 results found
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Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
3 votes -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
3 votes -
Reorder dashboard
Customer would like to rearrange the titles on the dashboard
3 votes -
Protect Confidential Documents / Move Documents to New Workspace
Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.
I need a better way to partition documents to maintain confidentiality.
3 votes -
Ability for the account owner to restrict members from uploading documents/templates
Ability for the account owner to restrict members from uploading documents/templates
3 votesLindsey Schocke responded
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3 votes
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Option to suspend a user temporarily
Option to suspend the user and not to delete or transfer the user (temporarily disable the account).
3 votes -
Have two account owners
Have two account owners
3 votesValeryia Baranava responded
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3 votes
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Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Custom Permissions for adding tags
Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.
3 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
3 votes -
3 votes
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SugarCRM two-way sync
SugarCRM two-way sync
3 votes -
Allow workspaces to have only specific document recipients to specific email domains
Comment from customer:
I am planning to create a PandaDoc workspace named Internal and wanted to know if it's possible to configure a rule or policy that restricts document recipients to specific email domains.
For this workspace, I would like to ensure that documents can only be sent to users with our internal email domain, @siebert.com. Is there a native setting or recommended approach to enforce this restriction?
2 votes -
View which workspace has used the most credits (each type)
No ability to currently see how many credits are used in each workspace
2 votes -
SMS verification code expiration extension
Ability to extend SMS verification/access code expiration
2 votes -
Ability to remove Workspace Team/Type settings
Ability to remove or reset Workspace Team/Type or provide more flexibility to modify workspace structure as organizational needs change
2 votes -
Remove permission to Member role to Invite new users
Remove permission to Member role to Invite new users
2 votes
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