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Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
6 votes -
Multiple Branding Options for One Workspace
Client would like the ability to add multiple branding settings, (like logos), for one workspace.
6 votes -
Add space between numbered list
Add space between numbered list
6 votes -
Global Settings: disable pdf download for entire account
For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.
5 votes -
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
5 votes -
5 votes
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Document deletion restriction for non-admins/managers
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
5 votes -
Move user(s) between workspaces
Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)
4 votes -
remove profile photo
I want to completely remove my profile photo. I do not want to replace it with another photo.
4 votes -
move a team member from one workspace to another
move one team member from one workspace to another
4 votes -
Restrict Duplicating Documents
Have an option to restrict duplicating of documents.
4 votes -
SSO assign license types at user sigup
Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP
4 votes -
Allow upload image as an option for Available initials types.
It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.
4 votes -
Export sections of a document
Export sections of a document instead of the whole document
4 votes -
Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
Signature with Conditional Approvals
It would be nice to have the option to include signatures in the conditional approval workflow.
4 votes -
save initials in the account like signatures
save initials in the account like signatures
4 votes -
Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
4 votes -
Add Contact Photos to non-PandaDoc User Contacts
Be able to add a contact photo to Contacts in PD Contacts that do not have a PandaDoc account
4 votes -
Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
3 votes
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