Settings and activity

  1. 470 votes

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    Gabriel Lawrence supported this idea  · 
  2. 10 votes

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    Gabriel Lawrence supported this idea  · 
  3. 10 votes

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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.

  4. 5 votes

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    Gabriel Lawrence supported this idea  · 
  5. 23 votes

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    Gabriel Lawrence supported this idea  · 
  6. 4 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.

    Gabriel Lawrence supported this idea  · 
  7. 3 votes

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    Gabriel Lawrence supported this idea  · 
  8. 4 votes

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    Gabriel Lawrence supported this idea  · 
  9. 24 votes

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  10. 3 votes

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  11. 4 votes

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  12. 12 votes

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  13. 4 votes

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    Gabriel Lawrence supported this idea  · 
  14. 34 votes

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    Gabriel Lawrence supported this idea  · 
  15. 9 votes

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    Gabriel Lawrence commented  · 

    This would be great to add workflow after a document is signed by customer. Let's say customer signs the contract, you would have a further workflow after completed document but pending work completion. Then have the internal services team sign off after the actual work is complete. A defacto work order tool built right into the quoting engine.

    Gabriel Lawrence supported this idea  · 
  16. 296 votes

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    Gabriel Lawrence supported this idea  · 
  17. 101 votes

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    Gabriel Lawrence commented  · 

    This one seems like a no brainer, if one signer has already signed it's not changing anything about the document itself if you unexpire it.

    Gabriel Lawrence supported this idea  · 
  18. 42 votes

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    Gabriel Lawrence commented  · 

    I think this is an important feature, sometimes you only want the signed document with security enabled without the branded certificate. All other e-sign apps allow you to download a version without the certificate including Docusign and Adobe E-sign.

    A workaround is to print as pdf; however, you then don't get an encrypted (secure) pdf.

    Gabriel Lawrence supported this idea  · 
  19. 17 votes

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    Gabriel Lawrence supported this idea  · 
  20. 20 votes

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    Gabriel Lawrence supported this idea  ·