201 results found
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Add About to Expire tile on dashboard landing page
It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.
1 vote -
1 vote
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Ability to add a user to view a workspace for just a limited amount of time
Ability to add a user to view a workspace for just a limited amount of time
1 vote -
Edit revenue in application reporting
Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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view/access the document after expiration
Recipient should be able to still view the document after expiration
1 vote -
Editing options when changing/editing licenses
We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.
1 vote -
Preview option after changing the Branding
Ability to see or preview what it looks like after changing the Branding
1 vote -
1 vote
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separate view for company details
Should be a separate tab with my company info, name and VAT number
in settings there is not a section for my company at all1 vote -
Allow reporting to be viewed by all members of team
Add an option so that all members of the workspace (not just managers) can access reporting.
1 vote -
Option to download signed doc as JPEG
Option to download signed doc as JPEG
1 vote -
restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
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 -
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
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