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4 results found

  1. Signature Certificate: Hide or Remove Information from signature certificate

    98 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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  2. Restrict document creator to fill out fields assign to recipients when a document is in Draft

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Peter Conkling commented  · 

    After the client completes their required fields and signs, we need the document to return to the original preparer so they can enter a contract start date and then sign. The key requirement is that this start date field must be technically locked and not editable by the preparer until after the client has executed the document.

    Have the need to prevent the creator from filling in fields prior to sending.

  3. Send a document via email after it has already been shared via a link, without needing to revert the document to Draft mode

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Peter Conkling commented  · 

    Noticing that sometimes a user selects “Link” instead of “Email / SMS”. It tends to slow down our workflows if the creator doesn’t realize they selected link and would like to have the option to send via email even if the send via link is selected.

  4. Setup 2FA for all users at once

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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