Settings and activity
5 results found
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20 votes
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5 votes
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6 votes
Katie Russell supported this idea ·
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3 votes
An error occurred while saving the comment Katie Russell commented
This feature would help sales managers to know when they need to pay closer attention before approving, especially if the document creator hid the discount column.
Katie Russell supported this idea ·
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90 votes
Katie Russell supported this idea ·
An error occurred while saving the comment Katie Russell commented
Needs to sync more than just the pricing table, although that is a necessary first step. Need to be able to extract information from fields populated by the signer and populate that back into the Salesforce opportunity.
Our company is currently only able to use PandaDoc for our simplest contracts that don't require much customization. We have an entire other group of contracts that we still have to do through email and Word templates because we go through extensive rounds of reviews and customizations involving multiple departments. Having this feature is essential for us to get all of our contracts going through PandaDoc.