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10 results found

  1. Send the document automatically after approval

    81 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, 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.

    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  2. 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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    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  3. customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  4. Set a Saved Message on the template level

    43 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  5. Permissions for specific documents: Private documents (Password protect documents internally)

    183 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  6. WorkDay

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  7. Rippling

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  8. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    64 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  9. Option to restrict access to the workspace for the Account owner/Admin

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminNikol Gkerpini (Admin, PandaDoc) commented  · 

    This is very important for the HR workspace because to ensure employee record confidentiality, non-HR account owners should not be able to have access to an HR workspace.

    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  · 

  10. Workspace Template gallery per department

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·