Settings and activity
3 results found
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14 votes
Hi. 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!
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Daniel Finamore
supported this idea
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26 votes
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85 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Daniel Finamore
commented
I would love to see this option, or to completely lock template editing for some users. We use PandaDoc for all of our legal paperwork, and only Sales Reps issue the documents to Clients. However, only our legal team should be able to update the documents.
We recently had an issue where someone deleted a template, instead of deleting the document associated with a client by mistake. We had to have support restore our template for us.
Being unable to restrict access to templates creates an opportunity for human error or a malicious act. It would be great to prevent this.
Daniel Finamore
supported this idea
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We're looking for Dynamic Variables to be adjusted with the Signatory. So if we utilize Signing Groups we would like the variables such as [Signer.FirstName] etc... to update depending on who in the Group is signing the doucment. Or if the doucment is sent to the incorrect person, and we allow forwarding. It would be great if the dynamic variables updated with the new signer.
Currently we can't enable "Allow Document Forwarding" and Variables at all. We are forced to use fillable fields, making the team members fill these out 100% for an instance were a signer needs to change 1% of the time.