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  1. Allow user access to certain document folders or documents

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    Jessica Mault commented  · 

    We need the ability for users within a specific department to be able to send reminders and delete docs in that folder that they did not send. This is for coverage purposes. We do not want them to have admin privileges and inadvertently change an API doc template or some other error.

    Jessica Mault supported this idea  · 

  2. Exclusive Folder Sharing Capability for Specific Users

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jessica Mault supported this idea  · 

  3. Change reminders via API

    39 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API  ·  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.

    Jessica Mault supported this idea  ·