Settings and activity

12 results found

1. Customization for Decline Reasons

   35 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Alex Geonnotti supported this idea  ·  January 26, 2024

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

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Alex Geonnotti supported this idea  ·  January 26, 2024

3. ability to invite users to access the billing panel

   9 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Alex Geonnotti supported this idea  ·  January 26, 2024

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

   14 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

   
   

   Alex Geonnotti supported this idea  ·  January 26, 2024

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

   17 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Alex Geonnotti supported this idea  ·  January 26, 2024

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

   28 votes

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Alex Geonnotti supported this idea  ·  January 26, 2024

7. in-person signing for forms

   17 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Alex Geonnotti commented  ·  January 26, 2024  ·  Edit…  ·  Delete…

   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.

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   Alex Geonnotti supported this idea  ·  January 26, 2024

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

   22 votes

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

   
   

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   Alex Geonnotti commented  ·  January 26, 2024  ·  Edit…  ·  Delete…

   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

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   Alex Geonnotti supported this idea  ·  January 26, 2024

9. In-person signing without email

   22 votes

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   Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Alex Geonnotti supported this idea  ·  January 26, 2024

10. Move documents across workspaces and keep the statuses

    188 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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.

    Alex Geonnotti supported this idea  ·  January 24, 2024

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

    159 votes

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    14 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.

    Alex Geonnotti supported this idea  ·  January 23, 2024

12. Hide Contacts section from team members

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Alex Geonnotti supported this idea  ·  January 09, 2024