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Ideas to Improve PandaDoc: Documents & Data Management

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private dashboard of docs that contained financial info

A private dashboard of docs that contained financial info so other users cannot see unless invited

6 votes

Jomarie Papas shared this idea · Aug 19, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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Dana Billingsley commented · August 19, 2021 7:44 PM

Should be able to have a private dashboard to create agreements not all Panda users can see only on an invite basis so confidential information remains private.

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