329 results found
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invite new users without using a license
invite new users without using a license
5 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 -
switch PandaDoc accounts
switch PandaDoc accounts without logging out and logging back in
2 votes -
1 vote
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Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
10 votes -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
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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Support ticket requests in app to cc admins for visibility and notifications by workspace
support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?
I'd prefer to have our IT department to supervise support requests and admins to have visibility.The only way is to CC them in a reply to the emailed ticket.
Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.
2 votes -
Disable default roles from the workspace admin page
Disable default roles from the workspace admin page so custom roles can't be created from them.
7 votes -
receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
1 vote -
See the number of downloaded documents
We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.
4 votes -
Move a workspace to another account
Abilty to move workspace from one account to another
1 vote -
1 vote
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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 -
1 vote
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4 votes
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2FA via email
Send code via email instead of using an authenticator app
1 vote -
Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
2 votes
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