286 results found
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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 -
Have two account owners
Have two account owners
3 votesValeryia Baranava responded
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3 votes
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Option to hide "resolved suggestions" in sent status
Use case: signer 2 is not able to see suggestions made by signer 1
Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).3 votes -
Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
3 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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Custom Permissions for adding tags
Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.
3 votes -
Separate branding on a template/document level
should be possible to define an indiviudal branding per document/ on a template level
3 votes -
3 votes
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Have a possibility to create groups within workspaces
Have a possibility to create groups within workspaces
3 votes -
Billing custom role/custom role permissions
Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.
3 votes -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
3 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
3 votes -
3 votes
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SugarCRM two-way sync
SugarCRM two-way sync
3 votes -
The ability to assign folders in the documents tab to members of the workspace
This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized
3 votes -
[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
SMS verification code expiration extension
Ability to extend SMS verification/access code expiration
2 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
2 votes -
Remove permission to Member role to Invite new users
Remove permission to Member role to Invite new users
2 votes -
Default Recipient Permissions on the account level
Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)
2 votes
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