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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3 results found

  1. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    limit which templates / template folders a user can access

    170 votes

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    21 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  2. Export User List in CSV: download users of the PandaDoc account in one file

    Ability to export all the users under the account/workspaces

    36 votes

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    6 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  3. Remove users via SSO

    Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    12 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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