340 results found
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Block user trying to get access to workspace
Block user trying to get access to workspace
4 votes -
Option to specify CSV column separator in Workspace settings
when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
Thank you4 votes -
Ability to delete logo
Ability to delete logo
4 votes -
Export sections of a document
Export sections of a document instead of the whole document
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 -
Notification for template editing
Send a notification to the team once the template is updated/edited
4 votes -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
3 votes -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
Ability to remove "Action required" items
Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.
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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Users' activity: determine the documents to which a Collaborator collaborates
How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?
I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).
The only 2 "bad" options I've considered are as follows:
delete the user…3 votes -
Bulk update user emails
The ability to Bulk update user emails in an account
3 votes -
Create custom view/columns in home overview
Ability to create a custom view/rename columns in the Home Overview page.
3 votes -
Ability to track if someone accessed the PandaDoc account from a different location/IP address
An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.
3 votes -
Option for a Custom Role with no document editing feature to have option to add a Collaborator
Option for a Custom Role with no document editting feature have option to add a Collaborator
3 votes -
Ability to have IT not use a license
We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.
3 votes -
Complete description when a credit card payment fail with PandaDoc account
Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed
3 votes -
Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
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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