337 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 -
Ability to invite users into multiple workspaces at once.
Ability to add multiple users to multiple Workspaces all at once
21 votes -
branding as add on feature to lower plans
branding as add on feature to lower plans
1 vote -
Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
11 votes -
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
4 votes -
Option to create an account under the email the user is already registered in PandaDoc, however, no accounts are owned by this user
Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered
1 vote -
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 -
Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
1 vote -
1 vote
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Ability to lock recipient configuration
The administrator could restrict workspace users from changing some recipients when sending documents.
2 votes -
Disable expiration time / ability to set no expiration on document [Workaround in comments]
disable expiration time
35 votes -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
6 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
2 votes -
2 votes
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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 -
Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
10 votes -
Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
5 votes -
5 votes
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SSO assign license types at user sigup
Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP
7 votes
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