330 results found
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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 -
3 votes
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3 votes
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[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 -
Invite users with specific domain
Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.
2 votes -
Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.
Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.
In this case, the user can be restricted to see only their items or all the items, not by group.
Creating a workspace per team + per location and applying custom roles per location is not scalable.452 locations + 1.2k+ users
2 votes -
Partial Editing Permissions for Member Roles
This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.
2 votes -
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.
2 votes -
Account (custom) role that allows a user to search the entire accounts documents and download them, but cannot edit them.
Account role that allows a user to search the entire account documents and download them, but cannot edit them.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the link below!
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Custom Roles - Rooms-specific Settings
A possibility to restrict access permissions so that a user can only create and manage rooms.
2 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.
2 votes -
Restrict users from signing the document
We would like one account user to be able to sign the document and another to be able to send the document only
2 votes -
2 votes
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Option to restrict users to manually decline documents
Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.
2 votes -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
2 votes -
Saved Message - eForms
Ability to use saved messages for eforms
2 votes -
receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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2 votes
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Automatically apply the signer's name to the document completion notification
Automatically apply the signer's name to the document completion notification
2 votes -
Restrict account users from adding new pages
We'd like to restrict the users from adding new pages to the templates
2 votes
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