Settings and activity
35 results found
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42 votes
Andrew Lee supported this idea ·
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15 votes
Andrew Lee supported this idea ·
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5 votes
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28 votes
Andrew Lee supported this idea ·
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2 votes
Andrew Lee supported this idea ·
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240 votes
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 ·
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40 votes
Andrew Lee supported this idea ·
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45 votes
Andrew Lee supported this idea ·
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9 votes
Andrew Lee shared this idea ·
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2 votes
Andrew Lee shared this idea ·
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9 votes
Andrew Lee supported this idea ·
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13 votes
Andrew Lee supported this idea ·
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10 votes
Andrew Lee supported this idea ·
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5 votes
Andrew Lee supported this idea ·
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43 votes
Hello! I’m excited to inform that KBA verification is now available for early access 🎉
If you’d like to give it a spin, just drop me a message, and I’d be happy to enable it for you and hear your thoughts.
Igor, Product Team
An error occurred while saving the comment Andrew Lee supported this idea ·
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5 votes
Andrew Lee supported this idea ·
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21 votes
An error occurred while saving the comment 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 ·
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25 votes
Andrew Lee supported this idea ·
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294 votes
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 ·
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638 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
Andrew Lee supported this idea ·
Important for specific IRS forms like Form 8878