Settings and activity

  1. 8 votes

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    Gabriel Lawrence commented  · 

    This is important. We're a Canadian company, but the country defaults to the US and Canada is way down the list.

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  2. 19 votes

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  3. 6 votes

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  4. 7 votes

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  5. 38 votes

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    Gabriel Lawrence commented  · 

    This is really important part of whitelabelling. Not only should be shareable link be the custom domain, but the actual hosted page of the document should also be the custom domain.

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  6. 3 votes

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  7. 9 votes

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  8. 12 votes

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  9. 1 vote

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  10. 10 votes

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  11. 172 votes

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  12. 59 votes

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  13. 4 votes

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  14. 3 votes

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  15. 393 votes

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  16. 8 votes

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  17. 1 vote

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    Gabriel Lawrence commented  · 

    I believe this is already possible. All you need to do is have a role on the template prefilled as a cc and it will send it to them after completion.

  18. 3 votes

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  19. 17 votes

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  20. 3 votes

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    Gabriel Lawrence commented  · 

    This should have more upvotes. Based on certain criteria, you should be able to change the status of an opportunity to something specific and have a Pandadoc sent automatically with all the fields filled in and connected to the opp.

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