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13 results found

  1. Transfer ownership for Forms

    67 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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. Forms sandbox for testing workflows before going live

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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  3. Guest have admin role

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  4. Customization for Decline Reasons

    94 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Alex Geonnotti supported this idea  · 

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

    11 votes

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

  6. 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  ·  Admin →
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    Alex Geonnotti supported this idea  · 

  7. 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  ·  Admin →
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    Alex Geonnotti supported this idea  · 

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

    22 votes

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

  9. in-person signing for forms

    22 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    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  · 

  10. 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 →
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    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  · 

  11. Move documents across workspaces and keep the statuses

    254 votes

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

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

    201 votes

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    20 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.

    Alex Geonnotti supported this idea  · 

  13. Hide Contacts section from team members

    2 votes

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