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Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
1 vote -
"Manager" field for conditional approvals
The ability to have conditional approvals recognize a "manager role" that is specific to each user, rather than specific to the template.
1 vote -
Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
1 vote -
Option to create an account under the email the user is already registered in PandaDoc, however, no accounts are owned by this user
Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered
1 vote -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
1 vote -
Clone account Roles
A way to clone current account roles and edit their permissions for custom account roles
1 vote -
1 vote
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1 vote
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Ability to lock recipient configuration
The administrator could restrict workspace users from changing some recipients when sending documents.
1 vote -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
1 vote -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
1 vote -
Real-time tracking of active user login and activity
Primarily a security feature with potential analytics application.
1 vote -
1 vote
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Upload a document option directly from contacts tab in EV2
Upload a document option directly from contacts tab like in EV1
1 vote -
Summary Email
I would love to see a summary email that provides an overview of what is happening in Pandadoc each day.
1 vote -
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
1 vote -
Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
1 vote -
workspace invite link for paid plans
workspace invite link for paid plans
1 vote -
1 vote
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Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
1 vote
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