329 results found
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Have a possibility to create groups within workspaces
Have a possibility to create groups within workspaces
3 votes -
Billing custom role/custom role permissions
Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.
3 votes -
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.
3 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 you3 votes -
The ability to assign folders in the documents tab to members of the workspace
This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized
3 votes -
Sub list in table
Sub list in table similiar to the text box
exmaple
1.
1.
2.
3.
1.
2.3 votes -
3 votes
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Central Point for Users in Organization
Central place to review all the users and their membership in workspaces.
3 votes -
[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
Notifications for account users
We'd like to send notification to the team once the template or a catalog item are updated
2 votes -
tagging a group in the chat or messaging in the document
When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.
2 votes -
2 votes
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Default sequence to documents without configuration
The ability to add a default sequence to documents without having to configure the sequences within settings.
2 votes -
Remove expiration notification from mobile app
Remove expiration notification from the mobile app
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Improved license / role management interface
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…2 votes -
Bulk update user emails
The ability to Bulk update user emails in an account
2 votes -
switch PandaDoc accounts
switch PandaDoc accounts without logging out and logging back in
2 votes -
Create custom view/columns in home overview
Ability to create a custom view/rename columns in the Home Overview page.
2 votes -
2 votes
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