Settings and activity

10 results found

1. Send the document automatically after approval

   73 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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.

   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Apr 9, 2024

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  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Mar 1, 2024

3. customize the outgoing message based on template

   6 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Sep 29, 2023

4. Set a Saved Message on the template level

   42 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Sep 29, 2023

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

   176 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Sep 28, 2023

6. WorkDay

   10 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Sep 27, 2023

7. Rippling

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Jul 6, 2023

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

   56 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Jun 14, 2023

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  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   AdminNikol Gkerpini (Admin, PandaDoc) commented  ·  Jun 13, 2023  ·  Edit…  ·  Delete…

   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.

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   AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Jun 9, 2023

10. Workspace Template gallery per department

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminNikol Gkerpini (Admin, PandaDoc) supported this idea  ·  Jun 9, 2023