Settings and activity

6 results found

1. Reporting based on the list of Approvers

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   d.meijs commented  ·  Dec 30, 2024  ·  Edit…  ·  Delete…

   Ability to see all documents approved by a specific user even if it was sent or completed

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2. Toggle to add/remove permission to print document before sending through PandaDoc

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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. You can create a custom role and disable the permission for a user to download their own documents.

   For more information, please check the link below:

   Custom roles

3. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

   25 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

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   d.meijs commented  ·  Feb 14, 2024  ·  Edit…  ·  Delete…

   Must have functionality.

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   d.meijs supported this idea  ·  Feb 14, 2024

4. Option to disable the document forwarded notification for the Sender

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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5. Ability to filter documents by the signing order progress.

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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6. Edit Document Creation Variable (system variables)

   16 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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