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  1. 35 votes

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    Andrew Lee supported this idea  · 
  2. 13 votes

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    Andrew Lee supported this idea  · 
  3. 5 votes

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    Andrew Lee supported this idea  · 
  4. 28 votes

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    Andrew Lee supported this idea  · 
  5. 2 votes

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    Andrew Lee supported this idea  · 
  6. 232 votes

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    Hi there!

    We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! Thank you!

    Andrew Lee supported this idea  · 
  7. 38 votes

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    Andrew Lee supported this idea  · 
  8. 44 votes

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    Andrew Lee supported this idea  · 
  9. 9 votes

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    Andrew Lee shared this idea  · 
  10. 2 votes

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    Andrew Lee shared this idea  · 
  11. 9 votes

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    Andrew Lee supported this idea  · 
  12. 13 votes

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  13. 10 votes

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  14. 5 votes

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    Andrew Lee supported this idea  · 
  15. 43 votes

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    Hey there 👋 Big news – we've started the development of a new verification method: knowledge-based authentication. We're aiming to roll out early access by the end of Q2, so mark your calendars!

    Got any questions or suggestions? Just shoot a message.

    Igor, Product Team

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    Andrew Lee commented  · 

    Important for specific IRS forms like Form 8878

    Andrew Lee supported this idea  · 
  16. 5 votes

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    Andrew Lee supported this idea  · 
  17. 21 votes

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    Andrew Lee commented  · 

    Set retention for a set amount of time and automatically delete from systems after. This is to reduce liability and exposure to cloud platforms for customers with sensitive on-prem storage needs or customers that have automatic storage of completed documents in more secure systems. Like Docusign's feature https://support.docusign.com/en/articles/Document-Retention-Envelope-Purge-What-you-should-know-before-using-these-features

    Andrew Lee supported this idea  · 
  18. 23 votes

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    Andrew Lee supported this idea  · 
  19. 294 votes

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    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    Andrew Lee supported this idea  · 
  20. 613 votes

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    Andrew Lee supported this idea  · 
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