208 results found
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Delete a role and related fields at the time of document creation.
Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.
7 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
7 votes -
Status Change Notifications
CC recipients on sent documents and have the option to be notified on the status change.
7 votes -
Option to give access to docs of specific users only
Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role
7 votes -
Mandate Recipient passcode verification
Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "
6 votes -
Option to customize the profile picture
Option to customize the profile picture
- Will allow the user to move the profile picture based on user preference.
6 votes -
Increase branding logo resolution on automated emails from PandaDoc
Increase branding logo resolution on automated emails from PandaDoc
6 votes -
Button to delete your account
delete account button in profile settings maybe? Please advise where this elusive option can be found currently.
6 votes -
6 votes
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rename user of the app as an admin
rename user of the app as an admin
6 votes -
Restrict Duplicating Documents
Have an option to restrict duplicating of documents.
6 votes -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
6 votes -
6 votes
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[Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.
Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.
5 votes -
5 votes
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default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
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)
5 votes -
5 votes
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Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
5 votes -
5 votes
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