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  1. Send documents with unassigned fields: No need to assign fields

    56 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on our roadmap and should 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.

    Bassem Naguib supported this idea  · 
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    Bassem Naguib commented  · 

    Needed because:
    1) Variables are not good for checkboxes
    2) There is often an optional secondary signer. So the secondary signer fields may not be assigned to anybody.
    3) For backward compatibility. A lot of the classic editor templates made use of unassigned fields. So allowing them on the v2 editor will make the migration much easier.

  2. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    23 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Bassem Naguib supported this idea  ·