Settings and activity

61 results found

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

   92 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   Holly Fabrow supported this idea  ·  Dec 23, 2021

2. Lock Signing Order

   13 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Holly Fabrow supported this idea  ·  Dec 23, 2021

3. 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  ·  Dec 23, 2021

4. 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  ·  Dec 23, 2021

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

   102 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   Holly Fabrow supported this idea  ·  Dec 23, 2021

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

   12 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Holly Fabrow supported this idea  ·  Dec 23, 2021

7. Lock pages from being removed from a template

   16 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  ·  Dec 23, 2021

8. change expiration on form template

   7 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  ·  Dec 23, 2021

9. 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  ·  Dec 23, 2021  ·  Edit…  ·  Delete…

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

   Save Submitting...

10. 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  ·  Dec 23, 2021

11. 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  ·  Dec 23, 2021

12. 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  ·  Dec 23, 2021

13. 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  ·  Dec 23, 2021

14. 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  ·  Dec 23, 2021

15. Currency validation field

    10 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  ·  Dec 23, 2021

16. 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  ·  Dec 23, 2021

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

    52 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  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  ·  Jan 18, 2023

18. Master settings: edit multiple Workspaces at once

    5 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  ·  Apr 1, 2021

19. Multiple Branding Options for One Workspace

    17 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  ·  Apr 1, 2021

20. Move documents across workspaces and keep the statuses

    247 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

    Holly Fabrow supported this idea  ·  Apr 1, 2021