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5 results found

  1. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  2. Option to restrict access to the workspace for the Account owner/Admin

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  3. Downloading attachments along with the document they are attached to

    184 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  4. switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Amy Cowan commented  · 

    A set of our users has possibly 100+ fields where they are entering information into the fields provided in the document but no way to tab through to the next field so they must double click for each one which is overwhelming and exhausting if they are sending this document out multiple times a day.

    Amy Cowan supported this idea  · 

  5. Mass Download "Collect file" field attachments

    53 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


    Amy Cowan supported this idea  ·