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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

    It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    28 votes

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    7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Early access  ·  AdminPavel Kalinouski (Admin, PandaDoc) responded

    Hi,

    Good news: With the latest Admin Panel update, it's now possible to manage all users within the organization from the corresponding section. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.


  2. The ability to change the name of the workspace

    26 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Early access  ·  AdminPavel Kalinouski (Admin, PandaDoc) responded

    Hi,

    Good news: With the latest Admin Panel update, you can now manage custom role workspace enablement directly from the custom role page. This update is being gradually rolled out during July and August. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.

  3. Ability to delete a user from all workspaces at once

    The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Early access  ·  AdminPavel Kalinouski (Admin, PandaDoc) responded

    Hi,

    Good news: With the latest Admin Panel update, it's now possible to delete a user from all workspaces at once. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.

  4. 'Rename workspace' option for all plans

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Early access  ·  AdminPavel Kalinouski (Admin, PandaDoc) responded

    Hi,

    Good news: With the latest Admin Panel update, it's now possible to change the workspace name within all plans. This update is being gradually rolled out during July and August. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.


  5. Central Point for Users in Organization

    Central place to review all the users and their membership in workspaces.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Early access  ·  AdminPavel Kalinouski (Admin, PandaDoc) responded

    Hi,

    Good news: With the latest Admin Panel update, it's now possible to manage users across the entire organization. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.


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