Settings and activity

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1. Export details - Audit Trail

   135 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Being evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

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   Ann Flynn commented  ·  Jul 10, 2024  ·  Edit…  ·  Delete…

   I also agree with Erin Clancy. For audit purposes, or due diligence items when going out for investors, this is critically important.

   We want to be able to have all the data points - who approved and when, who signed and when, etc. How long it took to approve would be great as well.

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   Ann Flynn supported this idea  ·  Jul 10, 2024

2. Send on Behalf of for Bulk send

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Ann Flynn supported this idea  ·  Mar 25, 2024

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

   84 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.

   Ann Flynn supported this idea  ·  Jan 7, 2022