Settings and activity

43 results found

1. Schedule Sending documents

   292 votes

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   30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hi,

   Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

   We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

   To learn more about how it works, check out our Help Center article.

   Thank you for voting for this idea – your feedback is what got it built.

   Igor, Product team @ PandaDoc

   Marissa McGuirk supported this idea  ·  Apr 7, 2021

2. Admin License

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, 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. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:

   Custom roles

   Marissa McGuirk shared this idea  ·  Apr 2, 2021

3. Different Header/Footers for Each Page

   154 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Marissa McGuirk supported this idea  ·  Mar 18, 2021