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62 results found

  1. Make fields required internally (to require users to upload documents)

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Holly Fabrow supported this idea  · 

  2. in pandadoc api, roles show as blank in document details when the template has role(s).

    8 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Holly Fabrow supported this idea  · 

  3. Pre assign roles in app

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →
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    Holly Fabrow supported this idea  · 

  4. Ability to sort user, email, and license type in Settings > Team

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Holly Fabrow supported this idea  · 

  5. Admin Panel: Workspaces - Give option for dynamic list view of all workspaces

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Holly Fabrow commented  · 

    This dynamic list view would be helpful on all screens in the Admin Panel.

    Holly Fabrow shared this idea  · 

  6. Expand Folder View on the left hand side panel

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Holly Fabrow supported this idea  · 

  7. Global Design Panel

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow supported this idea  · 

  8. Master license list for admin

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Holly Fabrow commented  · 

    As the Admin/Owner of the account I have Admin Panel access and can see a master list of all licensed users, however it's abilities are limited to search and view the user, their workspace(s) and change their role.
    What would be helpful is if this list is able to be filtered or sorted in any way.
    Second, if we're able to change their role we should be able to remove users from this screen. Having to go into each and every workspace to remove users is a crazy waste of my time.
    As an enterprise client, there needs to be better Admin functionality that doesn't require me to go into each an every workspace.

    Holly Fabrow supported this idea  · 

  9. View Integration Connection Status by User

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Holly Fabrow supported this idea  · 

  10. Option to switch off "User joined workspace" notification for Admin users

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Holly Fabrow supported this idea  · 

  11. Account Messaging / Notifications for Admins Only

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Holly Fabrow commented  · 

    The PandaDoc Account Messaging that is applicable to only the Admin Owner role should only be visible to the Admin/Owner, not all Admins within the workspaces on an enterprise plan. Whenever the "You're nearing your limit of documents created (-14892 of 60000). To increase your limit, contact us" OR "It's time to renew" OR any other messaging that is not applicable to end users populates at the top of the workspace screen, it created a storm of emails and tickets letting me know.
    Please build enterprise level controls within the application.

    Holly Fabrow supported this idea  · 

  12. save initials in the account like signatures

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Holly Fabrow supported this idea  · 

  13. Add an email signature, text formatting, and/or images (logos) to Saved Messages

    68 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Holly Fabrow supported this idea  · 

  14. Mass Download "Collect file" field attachments

    53 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution exists  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


    Holly Fabrow supported this idea  · 

  15. Multiple themes when bundling documents

    20 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow commented  · 

    If this in reference to the theme and formatting being almost completely lost when using the bundling feature...I fully support this idea as bundling is causing so many issues with our salespeople when utilizing this feature.

    Holly Fabrow supported this idea  · 

  16. [Bulk send] Bundling

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Holly Fabrow supported this idea  · 

  17. bundling approval workflow

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Holly Fabrow supported this idea  · 

  18. Bundling Documents, not only templates

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Holly Fabrow supported this idea  · 

  19. Basic Standard/Default Fillable fields: Name, Address, Phone, etc.

    24 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Holly Fabrow supported this idea  · 

  20. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Holly Fabrow supported this idea  · 
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