Settings and activity

62 results found

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

   21 votes

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   10 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!

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   Holly Fabrow supported this idea  ·  Dec 23, 2021

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

   85 votes

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   17 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

3. Lock Signing Order

   11 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

4. 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

5. 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

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

   97 votes

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   11 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  ·  Dec 23, 2021

7. 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

8. 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

9. 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

10. 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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11. 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

12. 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

13. 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

14. 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

15. 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

16. 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  ·  Dec 23, 2021

17. 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

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

    49 votes

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    On roadmap  ·  9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Holly Fabrow supported this idea  ·  Jan 18, 2023

19. 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

20. 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