334 results found
-
Send bulk communication/email messages to workspace(s) users
We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.
1 vote -
Update recipient view language in one action for all of the documents.
Previous and new.
1 vote -
Option to restrict access to the workspace for the Account owner/Admin
Option to remove Account owner/Admin from the workspace
14 votes -
Get one list of all collaborators from multiple workspaces
The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.
1 vote -
Ability to add transaction ID# under signature.
Ability to add transaction ID# under signature.
1 vote -
Ability to add a billing role without access to documents
A role which a user will only be able to view billing and not have access to documents, templates, etc.
1 vote -
Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
1 vote -
Ability not to select or tie email address to recipient
Ability not to select or tie email address to recipient
2 votes -
Have a user type that can see all workspaces automatically
It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.
1 vote -
remove signature in settings
option to remove signature in settings
2 votes -
Remove users via SSO
Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.
11 votes -
Multiple Workspace collaboration
A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…
1 vote -
1 vote
-
Option to customize the profile picture
Option to customize the profile picture
- Will allow the user to move the profile picture based on user preference.
6 votes -
Signature Certificate - Ability to track devices used when a document is signed.
Ability to track devices used when a document is signed.
1 vote -
Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
1 vote -
2 votes
-
Admin Panel: Roles - Show which workspaces utilize the Custom Roles
Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role
2 votes -
1 vote
-
Disable Template Gallery
Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.
1 vote
- Don't see your idea?