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11 results found

  1. Transfer ownership for Forms

    70 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Specialist, 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.

  2. Customization for Decline Reasons

    97 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    Alex Geonnotti supported this idea  · 

  3. Ability to set a primary owner of a workspace different than the Account Owner

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Alex Geonnotti supported this idea  · 

  4. 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 →
    Alex Geonnotti supported this idea  · 

  5. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    22 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Alex Geonnotti supported this idea  · 

  6. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

    28 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Alex Geonnotti supported this idea  · 

  7. in-person signing for forms

    22 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    An error occurred while saving the comment
    Alex Geonnotti commented  · 

    Critical feature to have. Templates has this ability, but we can't utilize them because we need to access the Forms link on demand and not create a new document from a template each time.

    Alex Geonnotti supported this idea  · 

  8. Access and complete the form without entering any information or email address

    23 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    An error occurred while saving the comment
    Alex Geonnotti commented  · 

    This would be a great feature -- especially if two people are filling out the same form on a single device in person

    Ex: Safety trainer conducting a driver's test and filling out a form, then handing the tablet to the trainee to have them sign it at the end. Shouldn't need to have two email addresses entered

    Alex Geonnotti supported this idea  · 

  9. In-person signing without email

    22 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.

    If you have any questions, please feel free to reach out.

    Igor | Product Team

    Alex Geonnotti supported this idea  · 

  10. Move documents across workspaces and keep the statuses

    261 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Alex Geonnotti supported this idea  · 

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

    205 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    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.

    Alex Geonnotti supported this idea  ·