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64 results found

  1. Bundling Documents, not only templates

    14 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Holly Fabrow supported this idea  · 

  2. Basic Standard/Default Fillable fields: Name, Address, Phone, etc.

    27 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Holly Fabrow supported this idea  · 

  3. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Holly Fabrow supported this idea  · 

  4. Lock content blocks in place: lock 🔐 position without locking restrict editing

    23 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

    An error occurred while saving the comment
    Holly Fabrow commented  · 

    This would be SOOOO helpful!

    Holly Fabrow supported this idea  · 

  5. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    94 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Holly Fabrow supported this idea  · 

  6. Lock Signing Order

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Holly Fabrow supported this idea  · 

  7. drag and drop clients info

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow supported this idea  · 

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

    112 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Holly Fabrow supported this idea  · 

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

    12 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Holly Fabrow supported this idea  · 

  10. Lock pages from being removed from a template

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Holly Fabrow supported this idea  · 

  11. change expiration on form template

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Holly Fabrow supported this idea  · 

  12. Set expiration date when uploading the document

    18 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Holly Fabrow commented  · 

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

  13. Expiration for Template Validity

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow supported this idea  · 

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

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Holly Fabrow supported this idea  · 

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

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Holly Fabrow supported this idea  · 

  16. Custom roles: restrick view of validation fields

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Holly Fabrow supported this idea  · 

  17. email validation supports extended email formats

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Holly Fabrow supported this idea  · 

  18. Currency validation field

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Holly Fabrow supported this idea  · 

  19. street address validation

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Holly Fabrow supported this idea  · 

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

    55 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Holly Fabrow supported this idea  · 
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