332 results found
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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 -
2 votes
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Allow users to only view certain items (templates/ documents/ forms/ content)
Allow users to only view certain items (templates/ documents/ forms/ content)
2 votes -
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 -
Automatic Send reminder not to go through
Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document
1 vote -
1 vote
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Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
1 vote -
receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
1 vote -
Move a workspace to another account
Abilty to move workspace from one account to another
1 vote -
3 votes
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1 vote
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1 vote
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change logo does not apply on embedded documents
It seems that when I change the logo, I can see inside the embedded document in the UI.
But when I change the color of the button, that doesn't apply. (In info says that is applying for buttons from email). Does it not apply to embed documents?
E.g. My button from email was changed to red, but that one from UI remains yellow.3 votes -
Notifications for account users
We'd like to send notification to the team once the template or a catalog item are updated
2 votes -
tagging a group in the chat or messaging in the document
When communicating in the chat of a document, you can mention a group by typing "@" followed by the group's name. This notifies all group members and directs their attention to the message.
2 votes -
2 votes
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