Settings and activity

3 results found

1. Export details - Audit Trail

   131 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   13 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   An error occurred while saving the comment
   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.

   Save Submitting...
   Ann Flynn supported this idea  ·  Jul 10, 2024

2. Send on Behalf of for Bulk send

   9 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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

   82 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   16 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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