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4 results found

  1. The ability to turn off the pop-up asking to save the document as template

    7 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    HELEN KLASSEN supported this idea  · 
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    HELEN KLASSEN commented  · 

    One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.

  2. Set a Saved Message on the template level

    43 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    HELEN KLASSEN supported this idea  · 

  3. Disable option "send document" via app (leave only share via link)

    8 votes

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

  4. Default Saved Message: automatically choose a saved message for a document

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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