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Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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Account Messaging / Notifications for Admins Only

Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.

9 votes

AdminSarah Herbaugh (Admin, PandaDoc) shared this idea · Nov 24, 2021 · Admin →

Idea ·

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

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Holly Fabrow commented · November 22, 2022 1:21 PM

The PandaDoc Account Messaging that is applicable to only the Admin Owner role should only be visible to the Admin/Owner, not all Admins within the workspaces on an enterprise plan. Whenever the "You're nearing your limit of documents created (-14892 of 60000). To increase your limit, contact us" OR "It's time to renew" OR any other messaging that is not applicable to end users populates at the top of the workspace screen, it created a storm of emails and tickets letting me know.
Please build enterprise level controls within the application.

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AdminKelly Brennan (Admin, PandaDoc) commented · April 6, 2022 10:57 AM

Its causing some users to feel like they cannot send out documents when they get these notifications.

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