371 results found
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SSO Groups
User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc
5 votes -
Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
5 votes -
Bulk update user emails
The ability to Bulk update user emails in an account
5 votes -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
5 votes -
5 votes
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Mandate Recipient passcode verification
Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "
5 votes -
Ability to mark all inbox in PandaDoc mobile version as read or unread.
Ability to mark all inbox in PandaDoc mobile version as read or unread.
5 votes -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
5 votes -
default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
Move user(s) between workspaces
Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)
5 votes -
5 votes
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Selecting Time zone for Sydney Australia (UTC +11) AEDT
Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings
4 votes -
Melbourne Time Zone
Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.
4 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
4 votes -
Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
Ability to remove "Action required" items
Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.
4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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4 votes
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Option to setup default sequence to all documents
The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence
4 votes
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