379 results found
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Multiple Sender Names
Option to have multiple Sender Names for one login.
1 vote -
Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.
Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.
In this case, the user can be restricted to see only their items or all the items, not by group.
Creating a workspace per team + per location and applying custom roles per location is not scalable.452 locations + 1.2k+ users
2 votes -
Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
104 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Account (custom) role that allows a user to search the entire accounts documents and download them, but cannot edit them.
Account role that allows a user to search the entire account documents and download them, but cannot edit them.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the link below!
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Custom role: User cannot edit a sent document
Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.
1 vote -
Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
5 votes -
Partial Editing Permissions for Member Roles
This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.
2 votes -
Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
3 votes -
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
2 votes -
Custom Roles - Rooms-specific Settings
A possibility to restrict access permissions so that a user can only create and manage rooms.
2 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.
4 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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Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
Restrict users from signing the document
We would like one account user to be able to sign the document and another to be able to send the document only
2 votes -
2 votes
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when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes -
Edit Company Name in all contacts
Have the ability to search by company in Contacts and edit company name in all contacts
1 vote -
Option to restrict users to manually decline documents
Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.
2 votes -
Home screen after sending document
The ability of after sending a Document have the system automatically take you back to the home screen.
2 votes -
Option to setup default sequence to all documents
The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence
4 votes -
Bulk update user emails
The ability to Bulk update user emails in an account
5 votes
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