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1 vote
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custom roles can be approvers in workflows
allow custom roles be approvers in workflows
1 vote -
Show account owner/admins to members
At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins
1 vote -
Initial User Roles
Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…
1 vote -
Reporting of multicurrency in the same workspace
Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data
1 vote -
1 vote
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branding as add on feature to lower plans
branding as add on feature to lower plans
1 vote -
Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
1 vote -
Option to create an account under the email the user is already registered in PandaDoc, however, no accounts are owned by this user
Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered
1 vote -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
1 vote -
Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
1 vote -
1 vote
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1 vote
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Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
1 vote -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
1 vote -
Real-time tracking of active user login and activity
Primarily a security feature with potential analytics application.
1 vote -
1 vote
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Upload a document option directly from contacts tab in EV2
Upload a document option directly from contacts tab like in EV1
1 vote -
Summary Email
I would love to see a summary email that provides an overview of what is happening in Pandadoc each day.
1 vote -
workspace invite link for paid plans
workspace invite link for paid plans
1 vote
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