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Ideas to Improve PandaDoc: Sharing & Collaboration

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Disable option "send document" via app (leave only share via link)

disable option "send document" via app
(leave only share via link)

Screenshot 2022-11-14 073354.png 47 KB

9 votes

AdminInna Babii (Admin, PandaDoc) shared this idea · Oct 28, 2021 · Admin →

Idea ·

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

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Charlotte Moncla commented · March 4, 2025 5:06 PM

We want our team to always share documents to customers via link using their work email instead of the PandaDoc email notification. Therefore, we need the option to turn off the 'share via email' option.

Submitting...
Anonymous commented · January 15, 2023 7:47 PM

obtain a share-link without sending it to anyone

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AdminChristian Tobar (Admin, PandaDoc) commented · November 14, 2022 9:16 AM

Send via email option when creating a document - can I disable or hide? We want to use the link by default

either through custom role or global settings in the workspace

Submitting...