294 results found
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1 vote
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Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
2 votes -
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.
9 votes -
1 vote
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Disable email notifications for bulk import
disable email notifications for bulk import
2 votes -
Option to edit the Role Permission
- Will allow user to edit Role permissions, on thier preferred preference.
1 vote -
Email notification that the document has been received
Customer would like to a notification that recipient has receive the document
1 vote -
Retain features from legacy plans
Ability for old clients to retain and use the old features that they have from their old accounts (Subscriptions)
1 vote -
Ability to add a phone number to a user's profile
Ability to add a phone number to a user's profile
2 votes -
The ability to upload multiple signatures
Customer would like to have the ability to upload different signatures in their profile
1 vote -
Importing your Google contacts (postal address)
Ability to include postal address
1 vote -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
6 votes -
Ability to track if someone accessed the PandaDoc account from a different location/IP address
An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.
2 votes -
1 vote
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Option for a Custom Role with no document editing feature to have option to add a Collaborator
Option for a Custom Role with no document editting feature have option to add a Collaborator
3 votes -
1 vote
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1 vote
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Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
1 vote -
Ability to have IT not use a license
We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.
1 vote -
Ability to access templates without a user license
Ability to access templates without a user license
2 votes
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