352 results found
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Create custom view/columns in home overview
Ability to create a custom view/rename columns in the Home Overview page.
3 votes -
Ability to track if someone accessed the PandaDoc account from a different location/IP address
An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.
3 votes -
Option for a Custom Role with no document editing feature to have option to add a Collaborator
Option for a Custom Role with no document editting feature have option to add a Collaborator
3 votes -
3 votes
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Ability to have IT not use a license
We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.
3 votes -
Complete description when a credit card payment fail with PandaDoc account
Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed
3 votes -
Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
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.
3 votes -
3 votes
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password expiration for users (prompt to make a new one)
password expiration for users
3 votes -
remove the owner from being copied on every notification for all licenses
Remove the owner from being copied on every notification for all licenses
3 votes -
3 votes
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Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
3 votes -
3 votes
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Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
Download signature created or uploaded in PandaDoc account
Download signature created or uploaded in PandaDoc account
3 votes -
Option to suspend a user temporarily
Option to suspend the user and not to delete or transfer the user (temporarily disable the account).
3 votes -
Ability to reorder user list within a workspace
Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)
3 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.
3 votes -
Have two account owners
Have two account owners
3 votes
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