183 results found
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Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.4 votes -
Users' activity: determine the documents to which a Collaborator collaborates
How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?
I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).
The only 2 "bad" options I've considered are as follows:
delete the user…4 votes -
Reorder dashboard
Customer would like to rearrange the titles on the dashboard
4 votes -
4 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Overview tab in the Home view
Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.
4 votes -
4 votes
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The ability to sign up with any email not only a business email with the custom domain
When you sign up, you can use any email not only the business email with the custom domain.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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4 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
White-label your PandaDoc delivery emails
Sending documents via business email
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SMS verification code expiration extension
Ability to extend SMS verification/access code expiration
3 votes -
Ability to remove Workspace Team/Type settings
Ability to remove or reset Workspace Team/Type or provide more flexibility to modify workspace structure as organizational needs change
3 votes -
Edit Contact Info of a User in the Workspace
There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.
3 votes -
Mandatory Decline Reasons for Better Insights
Currently, when a document is declined in PandaDoc, selecting a decline reason is optional. Making decline reasons required would ensure that every declined document includes clear feedback. This improves data quality and eliminates situations where documents are rejected without context.
Capturing structured decline reasons helps teams identify patterns such as pricing objections, contract terms, timing issues, or client concerns. With more consistent data, organizations can generate more reliable reports, refine their proposals, and improve overall close rates.
Requiring a reason before allowing a document to be declined would strengthen accountability, provide actionable insights, and support better decision-making across sales and…
3 votes -
Custom Role - ability to enable or disable permission to share via link
Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.
3 votes -
Change logo shown on desktop tab to match branding setting logo
Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo
3 votes -
Remove inactive users automatically / auto-deprovisioning
The customer would like to remove users automatically based on the inactivity status so it is easy to keep the account user list clean. They have over 2700 users in the account and it is difficult to track inactive users and remove manually.
3 votes -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
3 votes -
Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
3 votes -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
Custom role has a permission to create workspaces
Custom role has a permission to create workspaces
3 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.
3 votes
