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  1. Monday.com: automatically assign recipient

    12 votes

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    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Moshe Raices supported this idea  · 

  2. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    190 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Moshe Raices supported this idea  · 

  3. Ability to restrict access to certain templates with password.

    17 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Moshe Raices commented  · 

    We could use the ability to control access to templates and folders in general based on user roll.

    Moshe Raices supported this idea  ·