356 results found
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Option to restrict users to manually decline documents
Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.
2 votes -
Saved Message - eForms
Ability to use saved messages for eforms
2 votes -
receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
2 votesHi,
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Move a workspace to another account
Abilty to move workspace from one account to another
2 votes -
Automatically apply the signer's name to the document completion notification
Automatically apply the signer's name to the document completion notification
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes -
Switch PandaDoc accounts without relogging
switch PandaDoc accounts without logging out and logging back in
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 -
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 -
Email notification that the document has been received
Customer would like to a notification that recipient has receive the document
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 -
2 votes
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Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
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
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