Download Chat / Private Message transcript
Option to download private message /chat on a document.
Charmyn Marchan
shared this idea
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Andrea Ford commented
Allow public chat messages to be downloaded as an addendum to documents
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CCWJV Singapore commented
its important the chats to be a part of the signed documents.
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Aimee Baxter commented
This is key to document any conversations related to contracts or agreements. Ideally, the chat could be an option to be added to the PDF attachment.
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Jon Allport
commented
Show a summary of document activity in the 'Reporting' section, to include visibility of which documents have the most comments made against them. Will allow easier tracking of which documents have the biggest hang ups and why.
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AdminAlexander Litvin (Admin, PandaDoc) commented
Allow to export the chat message history either alongside the document or separately
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AdminPaige Price (Admin, PandaDoc) commented
I wanted to ask a question. One of DocuSign’s functionality that isn’t yet integrated into PandaDoc is the ability to capture the chat comments and history onto the document so it can be exported or captured as one item.
Could you verify if this is something that is in the works?