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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6 results found

  1. Advanced reporting combined for all workspaces

    Customer would like to pull a report of all workspaces and filter by workspace.

    26 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Bulk Users Invite

    The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Redlining - allow recipients to accept suggestions

    Ability for other roles to accept the redlining suggestions

    2 votes

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. invite new users to the account in bulk

    invite new users to the account in bulk

    https://pandadoc.zendesk.com/agent/tickets/443809

    1 vote

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Ability to set preferred date layout

    It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Released  ·  Valeria Pochapskaya responded

    Hi there!
    This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
    Hope this helps! For more information please reach out to our Support Team :)

  6. workspace invite link for paid plans

    workspace invite link for paid plans

    1 vote

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    Released  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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