7 results found

1. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

   (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

   10 votes

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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:

   Salesforce Lightning

2. Restrict Duplicating Documents

   Have an option to restrict duplicating of documents.

   9 votes

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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:

   Custom roles

3. 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 votes

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Nice to have You must login first! Important You must login first! Critical You must login first!

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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!

   Custom roles

4. 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 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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:

   Notifications

5. Custom role can be used for the SSO

   Custom role can be used for the SSO

   1 vote

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. To update your SSO settings, please reach out to the Support Team.

6. Assign permissions for users to be able to share templates across workspaces

   Assign permissions to share templates

   1 vote

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Nice to have You must login first! Important You must login first! Critical You must login first!

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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:

   Custom roles

7. Ability to sort activity column to see "awaiting signatures"

   provide a way to SORT the activity column

   1 vote

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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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