Settings and activity

9 results found

1. Admin License

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   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

   Louis-David Parenteau supported this idea  ·  Apr 29, 2024

2. Improve email forward security to prevent impersonation and other risks

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
   Louis-David Parenteau shared this idea  ·  Mar 7, 2024

3. Users' activity: determine the documents to which a Collaborator collaborates

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Louis-David Parenteau shared this idea  ·  Jan 25, 2024

4. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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   139 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Louis-David Parenteau supported this idea  ·  Nov 23, 2023

5. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

   666 votes

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   72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

   Signature timestamp.

   Louis-David Parenteau supported this idea  ·  Sep 7, 2022

6. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

   207 votes

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   26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Louis-David Parenteau supported this idea  ·  Aug 15, 2022

7. save initials in the account like signatures

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Louis-David Parenteau supported this idea  ·  Aug 15, 2022

8. 21 CFR Part 11 Compliance

   131 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   21 CFR Part 11 Compliance

   Louis-David Parenteau supported this idea  ·  Aug 15, 2022

9. Log in via 2FA (Two Factor Authentication)

   265 votes

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   49 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there,

   Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news! 

   2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.

   We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here. 

   Louis-David Parenteau supported this idea  ·  Aug 15, 2022