363 results found
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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 -
Automate "Return to Object" button in SFDC
Step 1 : Create the document
Step 2 : document loaded
Step 3: user needs Manually click on of “Return to Object” button.
We wanted to automated the manual click of of “Return to Object” button. Hope this make sense.1 vote -
Update List Price column in SFDC
Update the List price column via 2-way sync in SFDC
1 vote -
Custom role which allows creating workspace roles
We would like to allow Admins to create roles and assign them to their members within their own Workspaces.
1 vote -
Ability to apply default identity verification method for all existing templates/documents
Ability to apply default identity verification method for all existing templates/documents
1 vote -
A permission for custom roles allowing to provide access to Webhooks settings
A permission for custom roles allowing to provide access to Webhooks settings
1 vote -
Option to make fields when creating contacts required
The ability to make contact creation fields required such as Company.
1 vote -
Customize Home Screen
Having the ability to customize the Home Screen, such as the option to use the simplified signature send view similar to what the Free eSign plan offers.
1 vote -
Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
All users tab: show user roles
Please show the user roles assigned in the user list.
1 vote -
Guest to Standard license
A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest
1 vote -
Multiple Sender Names
Option to have multiple Sender Names for one login.
1 vote -
Custom role: User cannot edit a sent document
Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.
1 vote -
Edit Company Name in all contacts
Have the ability to search by company in Contacts and edit company name in all contacts
1 vote -
Ability to set up different profile names in different workspaces.
Ability to set up different profile names in different workspaces.
1 vote -
Option to approve new users
When people add others to my team I would like the option to approve
1 vote -
Set up the format for different currencies in the workspace settings
Set up the format for different currencies in the workspace settings
1 vote
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