5 results found
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 document206 votes
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
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 votesOn roadmap · AdminValeryia Baranava (Admin, PandaDoc) responded
Thanks 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.
33 votesOn roadmap · AdminYurii Losinets (Admin, PandaDoc) responded
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!
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 sent27 votes
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