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5 results found

  1. Toggle for Suggesting Edits done by Role on the Template Level

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    cschepens supported this idea  · 
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    cschepens commented  · 

    Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles => reason: now the document creator can always resolve the suggest edit, I would like that only certain roles (e.g. legal department userrole) can resolve the suggest edit and not a Salesperson that created the document or recipient on the document.

  2. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    77 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    cschepens commented  · 

    We now need to create a seperate workspace to handle this, that users only see the folders they should have access to. For the folders they may not have access to, these are removed in the workspace and setup up in another workspace, now we need to maintain 2 workspaces for something that could easily be handled in one if we could set restrictions to certain folders and users.

    cschepens supported this idea  · 

  3. Ability for Approvers to Edit During the Document Approval Workflow Process

    76 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    cschepens supported this idea  · 

  4. Approval flow for clients

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    cschepens supported this idea  · 

  5. Template Gallery in the EU Domain

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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