5 results found
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Approvals are set up on a document level
I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.
84 votesThanks to everyone who has shared this request with us — we're excited to release this feature. Unfortunately, we've run into some unexpected difficulties with it in the development phase, and as a result, we'll be unable to roll it out until later in 2023.
We're very sorry for this delay. We appreciate your understanding, and we assure you the wait will be worth it. -
To automate a second document to be sent out once the first document was signed / completed
to automate a second document to be sent out once the first document was sent
27 votes -
Change the color of the recipient role fillable fields in a document (template)
Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document
206 votes -
33 votes
Hi there!
Please let us know if you're interested in NetSuite<>PandaDoc.
We want to get your opinion on how it should work. Feel free to book a short meeting with us where we will show mockups for future integration - https://calendly.com/yuriilosinets/30min
Thanks in advance!
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Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
191 votes
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