Settings and activity

23 results found

1. 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  ·  Delete…  ·  Admin →

2. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

   227 votes

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   34 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.

   And hey, if you're on a Business plan and want to give it a try, simply reply to this message.

   Igor, Product Team

   An error occurred while saving the comment
   Nick Martino commented  ·  Jun 13, 2022  ·  Delete…

   We use the text fields to allow customers to fill out scoping questionnaires for us - currently, only one recipient can be assigned to those fields. Having a signing group would allow us to get input from an entire team instead of single contacts.

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   Nick Martino supported this idea  ·  Jun 13, 2022

3. Having separate repository and folders within Image Library

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   194 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   Not Planned  ·  Molly Abrams 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!