Skip to content
← Have an idea? Share it!

Settings and activity

3 results found

  1. Default Saved Message: automatically choose a saved message for a document

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Mary Wisneski commented  · 

    Set a default email template that autopopulates in the email but allows users to edit the message as needed.

    Mary Wisneski supported this idea  · 

  2. Select a template automatically salesforce

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Mary Wisneski supported this idea  · 

  3. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    94 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Mary Wisneski supported this idea  ·