361 results found
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2 votes
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Admin to "Create Workspace" not possibleWhen you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't. I hope product can place a banner or a notification message saying that only the main Admin Owner can create 2 votes
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Ability to access templates without a user licenseAbility to access templates without a user license 2 votes
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2 votes
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Search for documents in the Home ScreenHave the ability to search for a document in one of the home tabs. 2 votes
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Extend the Workspace [Invite Member] feature to allow for expiration on the inviteWhen 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
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Protect Confidential Documents / Move Documents to New WorkspacePlease 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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Option to remove the total amounts (dollar amounts) in the workspace activity dashboardOption to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity) 2 votes
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Ability to have an auto fill signature button.Ability to have an auto fill signature button. 2 votes
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Option to set up a specific subdomain for everyone who joins a workspaceWhen a user joins a workspace, they will automatically be assigned a specific subdomain. 2 votes
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Manage Visibility of contactsHave the ability to manage the visibility of contacts from users 2 votes
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Ability to add transaction ID# under signature.Ability to add transaction ID# under signature. 2 votes
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Ability to add a billing role without access to documentsA role which a user will only be able to view billing and not have access to documents, templates, etc. 2 votes
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Mass Import Users via CSVHave the ability to import new Users via a CSV 2 votes
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stop receiving email updates when people joins pandadocreceiving email updates when people in my company joins panda doc 2 votes
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Option to manually notify the sender of document completionWould like the option for the recipient to manually notify the sender of document completion. 2 votes
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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
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2 votes
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Disable Template GalleryOption 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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Enable suggestions by defaultAbility to enable suggestions by default 2 votes
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