336 results found
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Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
2 votes -
Option to use workspace name and picture when sending a document
Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.
2 votes -
Reporting of multicurrency in the same workspace
Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data
2 votes -
Ability to lock recipient configuration
The administrator could restrict workspace users from changing some recipients when sending documents.
2 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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2 votes
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Ability to track the remaining number of licenses
detect when a new user is added which consumes a license
2 votes -
2 votes
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custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
alternate PandaDoc interface that doesn't use logos when we needed
alternate PandaDoc interface that doesn't use logos when we needed
2 votes -
2 votes
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2 votes
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When people add others to my team I would like the option to approve
When people add others to my team I would like the option to approve
1 vote -
Mapping of specific Templates/folders as needed for users utilizing CRMs
It would be great to have a feature where users can only see a specific folder (Display contents of a particular folder) instead of showing all the templates. This feature will limit users from having access to restricted templates.
Please also enable this feature for CRM's
1 vote -
set up the workspace currency in the workspace settings
set up the workspace currency in the workspace settings
1 vote -
1 vote
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Custom Role - Ability to access shared template using the document panel without accessing the template panel
Custom Role - Ability to access shared template using the document panel without accessing the template panel
1 vote -
Show full template/ document names in the list
Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.
Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown
1 vote -
Custom role can be used for the SSO
Custom role can be used for the SSO
1 vote
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