Skip to content
← Have an idea? Share it!

Settings and activity

2 results found

  1. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    133 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

    19 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
    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. 


    PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.


    Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.


    Please keep upvoting this idea so we can keep considering it every time we work…

    An error occurred while saving the comment
    Ben Paulo Adalla commented  · 

    Can I set up a folder that is locked that no one else can access?

  2. Change the color of the recipient role fillable fields in a document (template)

    243 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

    26 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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
    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are developing something similar that addresses the most common feedback related to field colors - confusion with similar colored fields. 

    While this enhancement does not allow you to pick the colors for assignees, it will ensure that no two assignees will have similar colored fields.

    The new color palette will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via alerts inside PandaDoc and here on our idea portal.

    An error occurred while saving the comment
    Ben Paulo Adalla commented  · 

    The initials and signatures are very light and sometimes hard to read, can they be made darker?