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4 results found

  1. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    121 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for your idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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    Malvin Velasco commented  · 

    This certificate exposes the email address of all parties which may not be applicable to all workflows.

    Malvin Velasco supported this idea  · 

  2. [Bulk actions] Ability multiselect for blocks and fields (to copy-paste, assign, delete, etc.)

    271 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be moved, assigned or deleted all at once.

    Learn more about this functionality here.

    Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all really soon. Stay tuned!

    Malvin Velasco supported this idea  · 

  3. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    23 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Malvin Velasco supported this idea  · 

  4. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    224 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Malvin Velasco supported this idea  ·