360 results found
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Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votes -
2 votes
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Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
Option to use workspace name and picture when sending a document
Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.
2 votes -
Reporting of multicurrency in the same workspace
Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data
2 votes -
Ability to lock recipient configuration
The administrator could restrict workspace users from changing some recipients when sending documents.
2 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
2 votes -
2 votes
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2 votes
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Ability to track the remaining number of licenses
detect when a new user is added which consumes a license
2 votes -
2 votes
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custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
alternate PandaDoc interface that doesn't use logos when we needed
alternate PandaDoc interface that doesn't use logos when we needed
2 votes -
2 votes
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2 votes
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Make SMS verification be a mandatory setting that staff cannot forget to do – and this is important to show we are complying with our
Make the verification be a mandatory setting so that the staff or document creator can't overlook it.
1 vote -
Apply one time zone to all workspaces at once.
PandaDoc doesn’t offer a way to change time zones programmatically or in bulk across all workspaces. Each workspace’s time zone still needs to be set manually under Settings. Requesting a feature that would allow to apply one time zone to all workspaces at once which would be especially helpful for organizations managing several workspaces.
1 vote -
[Licenses] Show how many users are occupying a license in the Billing section
Rather than just showing the number of seats being paid for, show how many users are also using the license.
1 vote -
Notification settings for Admin: "Document sent by members"
A way for Admins to be notified when a document is sent by their members that is different from the Approval workflow or being CCd in a document.
1 vote -
Secondary Email for Login Password Resets
When my email domain stopped working, I could not change the email address myself but had to reach out to support. It would be helpful to have a secondary email address for login issues so that I could receive the email change confirmation when my primary one wasn't reachable.
1 vote
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