Skip to content

← Ideas to Improve PandaDoc

How can we improve PandaDoc?

'Ability to set Default Role when Inviting new Users' has been merged into this idea

Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

CATEGORIES
All ideas
My feedback
API 263 ideas
Approvals 150 ideas
Automations 205 ideas
Content Editing & Design 788 ideas
Documents & Data Management 824 ideas
Esign & Notary 46 ideas
Fillable Fields & Variables 565 ideas
Forms 193 ideas
Integrations 1028 ideas
Integrations - HubSpot 242 ideas
Localization 56 ideas
Mobile 79 ideas
Other 507 ideas
Quote Builder & Pricing table 638 ideas
Quote to Cash 248 ideas
Recipient Experience 250 ideas
Rooms 62 ideas
Security & Compliance 76 ideas
Settings, Workspaces & User Roles 353 ideas
Sharing & Collaboration 282 ideas
Templates & Libraries 216 ideas
Usability Improvements 179 ideas
Workflows 5 ideas

Searching…

No results.
Clear search results

Ability to set Default Role when Inviting new Users

If the account has custom roles- make it appear as default when a new user is invited.

Allow Member Role to be a default role when inviting new users.

10 votes

Polina Ismailova shared this idea · Jan 28, 2021 · Admin →

Idea · Jul 7, 2021

An error occurred while saving the comment

Anonymous commented · June 9, 2023 2:10 PM

Member Role to be a default role when inviting new users

Submitting...
AdminMike Turke (Admin, PandaDoc) commented · June 30, 2020 4:17 PM

allow 'read-only' to be role option when inviting users

Submitting...