Removing fields when a role is removed or unassigned / remove fields in bulk
When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.
16
votes
Shannon Morgan
shared this idea
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Corry Scott commented
This takes more time and when I am on the phone with a client, I want to get that agreement done while I'm on the phone with them without taking forever and risking losing that client.
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AdminSarah Herbaugh (Admin, PandaDoc) commented
When removing a role from the document, all fields associated to that role will also be removed.
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Lena Panfilenko
commented
Would be good to have a bulk way to remove all the signature fields for a particular signer.