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3 results found

  1. Quote Builder: Set Fee Over 100%

    2 votes
    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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  2. Select the whole pricing table as a multiple choice option.

    5 votes
    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Nick Mancini 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

    92 votes
    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Nick Mancini supported this idea  · 
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    Nick Mancini commented  · 

    We have a bad habit of opening a template and forgetting to click "use this template" and then we start editing it as if it were a document to send.....Big pain! Consider adding a feature to "lock" the template to avoid doing this, but once it's used as a document, to have it be automatically unlocked. Or, at minimum, a warning indicating "You're editing a template - continue?"