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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3 results found

  1. 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  ·  Admin →
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  2. 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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  3. Custom role can be used for the SSO

    Custom role can be used for the SSO

    1 vote

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