191 results found
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Lock document functionality for users
Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.
4 votes -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
Add another brand within the same workspace
It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.
4 votes -
Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
7 votes -
1 vote
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Change Colors / Contrast for Left Side Bar in PandaDoc
The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.
2 votes -
Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
2 votes -
Have two account owners
Have two account owners
2 votes -
Member role users cannot edit Fields placement along with the Blocks in templates
Prevent Members from editing templates created by others by disabling Fields
1 vote -
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.
8 votes -
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 -
Modify Billing information to add VAT
Be able to enter or modify VAT number and company name for the billing info
1 vote -
Disable bundling feature
Option to disable bundling feature
1 vote -
Limit Manual Status Change Function
Ability to prevent users from manually changing status but still have document editing privileges.
2 votes -
Increase branding logo resolution on automated emails from PandaDoc
Increase branding logo resolution on automated emails from PandaDoc
8 votes -
Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)
2 votes -
Button to delete your account
delete account button in profile settings maybe? Please advise where this elusive option can be found currently.
7 votes -
Allow specifying sender email address with Whitelabeling
The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.
4 votes -
Banner Of Feature Difference Across Plans Before Upgrading/Downgrading
To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.
1 vote -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
15 votes
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