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  1. Option to auto delete documents based on certain criteria like time and status

    33 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

    An error occurred while saving the comment
    Nathan Hobbs commented  · 

    Set a time period for contacts to be automatically removed after being used. Saves manually deleting contacts that are only being used once.

    Nathan Hobbs supported this idea  · 

  2. [Bulk action] Ability to change sequence of multiple templates at once

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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