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'Remove all fields for a particular signer' has been merged into this idea

Ideas to Improve PandaDoc: Fillable Fields & Variables

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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 · Feb 26, 2020 · Admin →

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Corry Scott commented · January 21, 2026 10:03 AM

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 · October 13, 2023 12:06 PM

When removing a role from the document, all fields associated to that role will also be removed.

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Lena Panfilenko commented · September 15, 2021 10:43 AM

Would be good to have a bulk way to remove all the signature fields for a particular signer.

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