Settings and activity

11 results found

1. Ability to have IT not use a license

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » 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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   Louis-David Parenteau supported this idea  ·  Apr 29, 2024

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 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. 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

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

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

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

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

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

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   138 votes

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

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

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

6. More than two letters as Initials

   7 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Louis-David Parenteau supported this idea  ·  Oct 30, 2023

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

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

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

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

8. save initials in the account like signatures

   11 votes

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

9. Allow upload image as an option for Available initials types.

   8 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Louis-David Parenteau supported this idea  ·  Aug 15, 2022

10. CFR-11

    129 votes

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

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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

11. Authentication process for approver

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Louis-David Parenteau supported this idea  ·  Aug 15, 2022
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    Louis-David Parenteau commented  ·  Aug 15, 2022  ·  Edit…  ·  Delete…

    Actually very important and along the same lines as the very requested "2FA". FoxIt eSigns allows that quite simply by requiring approvers to have a free account (which PandaDoc allows too...) along with a streamlined account creation. At the time of opening the document / signing the document, the account password is required (as is passcode / SMS code currently). Also, this goes a long way towards CFR 21 Part 11 which requires authentication at time of signing. Compliance with CFR 21 Part 11 is also a question in this "How can we improve PandaDoc?" section, and yes that is important too! Any company working in the medical field would feel more comfortable with that compliance established.

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