337 results found
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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 have IT not use a license
We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.
2 votes -
Ability to access templates without a user license
Ability to access templates without a user license
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 -
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 -
stop receiving email updates when people joins pandadoc
receiving email updates when people in my company joins panda doc
2 votes -
Option to manually notify the sender of document completion
Would like the option for the recipient to manually notify the sender of document completion.
2 votes -
Option to assign users to view a specific template only
option to assign users to view a specific template only
2 votes -
Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
2 votes -
Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
2 votes -
2 votes
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2 votes
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Disable Template Gallery
Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.
2 votes
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