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7 results found

  1. Send the document automatically after approval

    107 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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.

    Nikol Gkerpini supported this idea  · 

  2. Ability to sort user, email, and license type in Settings > Team

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Nikol Gkerpini supported this idea  · 

  3. Set a Saved Message on the template level

    53 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Nikol Gkerpini supported this idea  · 

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

    201 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

    Nikol Gkerpini supported this idea  · 

  5. WorkDay

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Nikol Gkerpini supported this idea  · 

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

    79 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Nikol Gkerpini supported this idea  · 

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

    19 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Nikol Gkerpini 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.

    Nikol Gkerpini supported this idea  ·