332 results found
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Create custom view/columns in home overview
Ability to create a custom view/rename columns in the Home Overview page.
2 votes -
2 votes
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Support ticket requests in app to cc admins for visibility and notifications by workspace
support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?
I'd prefer to have our IT department to supervise support requests and admins to have visibility.The only way is to CC them in a reply to the emailed ticket.
Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.
2 votes -
Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
2 votes -
Remove promotional window as a default workspace option
Remove promotional banner as a default option in the settings
2 votes -
Disable email notifications for bulk import
disable email notifications for bulk import
2 votes -
Option to edit the Role Permission
- Will allow user to edit Role permissions, on thier preferred preference.
2 votes -
Ability to add a phone number to a user's profile
Ability to add a phone number to a user's profile
2 votes -
2 votes
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Ability to access templates without a user license
Ability to access templates without a user license
2 votes -
Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
2 votes -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
2 votes -
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
2 votes -
Extend the Workspace [Invite Member] feature to allow for expiration on the invite
When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.
2 votes -
Protect Confidential Documents / Move Documents to New Workspace
Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.
I need a better way to partition documents to maintain confidentiality.
2 votes -
Option to remove the total amounts (dollar amounts) in the workspace activity dashboard
Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)
2 votes -
password expiration for users (prompt to make a new one)
password expiration for users
2 votes -
Option to set up a specific subdomain for everyone who joins a workspace
When a user joins a workspace, they will automatically be assigned a specific subdomain.
2 votes -
Manage Visibility of contacts
Have the ability to manage the visibility of contacts from users
2 votes -
Mass Import Users via CSV
Have the ability to import new Users via a CSV
2 votes
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