371 results found
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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 -
Reorder dashboard
Customer would like to rearrange the titles on the dashboard
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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Admin to "Create Workspace" not possible
When 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 -
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 -
Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
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 -
Ability to have an auto fill signature button.
Ability to have an auto fill signature button.
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
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