Settings and activity

67 results found

1. [Bulk send] Bundling

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Holly Fabrow supported this idea  ·  Jun 24, 2022

2. bundling approval workflow

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Holly Fabrow supported this idea  ·  Jun 24, 2022

3. Bundling Documents, not only templates

   14 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Holly Fabrow supported this idea  ·  Jun 24, 2022

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

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   27 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Holly Fabrow supported this idea  ·  Dec 23, 2021

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

   4 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

6. 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  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

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

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   Holly Fabrow commented  ·  Dec 23, 2021  ·  Edit…  ·  Delete…

   This would be SOOOO helpful!

   Save Submitting...
   Holly Fabrow supported this idea  ·  Dec 23, 2021

7. 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

8. 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

9. 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  ·  Valeryia Baranava responded
   Holly Fabrow supported this idea  ·  Dec 23, 2021

10. 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  ·  Valeryia Baranava responded
    Holly Fabrow supported this idea  ·  Dec 23, 2021

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

    104 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

12. 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

13. 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

14. change expiration on form template

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Holly Fabrow supported this idea  ·  Dec 23, 2021

15. 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.

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16. 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

17. 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

18. 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

19. 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

20. 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  ·  Valeryia Baranava responded
    Holly Fabrow supported this idea  ·  Dec 23, 2021