Settings and activity

59 results found

1. Text field validation: view or edit field validation rules

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Holly Fabrow supported this idea  ·  December 23, 2021

2. drag and drop clients info

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Holly Fabrow supported this idea  ·  December 23, 2021

3. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

   86 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Holly Fabrow supported this idea  ·  December 23, 2021

4. Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

   10 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Holly Fabrow supported this idea  ·  December 23, 2021

5. Lock pages from being removed from a template

   15 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Holly Fabrow supported this idea  ·  December 23, 2021

6. change expiration on form template

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Holly Fabrow supported this idea  ·  December 23, 2021

7. Set expiration date when uploading the document

   18 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Holly Fabrow commented  ·  December 23, 2021  ·  Edit…  ·  Delete…

   This already exists within the application doesn't it. Check the settings for Expiration on a document.

   Save Submitting...

8. Expiration for Template Validity

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Holly Fabrow supported this idea  ·  December 23, 2021

9. set a validation for date fields in which one of the dates must be prior to the other

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Holly Fabrow supported this idea  ·  December 23, 2021

10. Min/max numbers for text field validation (Numbers only)

    10 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Holly Fabrow supported this idea  ·  December 23, 2021

11. Custom roles: restrick view of validation fields

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Holly Fabrow supported this idea  ·  December 23, 2021

12. email validation supports extended email formats

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Holly Fabrow supported this idea  ·  December 23, 2021

13. Currency validation field

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Holly Fabrow supported this idea  ·  December 23, 2021

14. street address validation

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Holly Fabrow supported this idea  ·  December 23, 2021

15. More connection between workspaces: Design options, themes, settings shared between workspaces

    45 votes

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    On roadmap  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Holly Fabrow supported this idea  ·  January 18, 2023

16. Master settings: edit multiple Workspaces at once

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Holly Fabrow supported this idea  ·  April 01, 2021

17. Multiple Branding Options for One Workspace

    16 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Holly Fabrow supported this idea  ·  April 01, 2021

18. Move documents across workspaces and keep the statuses

    189 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Holly Fabrow supported this idea  ·  April 01, 2021

19. delete a workspace or archive a workspace

    34 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, 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!

    Holly Fabrow supported this idea  ·  April 01, 2021