Settings and activity
53 results found
-
29 votes
An error occurred while saving the comment -
9 votes
Gabriel Lawrence supported this idea ·
-
36 votes
Gabriel Lawrence supported this idea ·
-
6 votes
An error occurred while saving the comment 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 ·
-
3 votes
Gabriel Lawrence supported this idea ·
-
4 votes
Gabriel Lawrence supported this idea ·
-
39 votes
Gabriel Lawrence supported this idea ·
-
3 votes
Gabriel Lawrence supported this idea ·
-
4 votes
Gabriel Lawrence supported this idea ·
-
19 votes
Gabriel Lawrence supported this idea ·
-
5 votes
Gabriel Lawrence supported this idea ·
-
45 votes
Gabriel Lawrence supported this idea ·
-
16 votes
An error occurred while saving the comment 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 ·
-
475 votes
Gabriel Lawrence supported this idea ·
-
158 votes
An error occurred while saving the comment 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 ·
-
59 votes
An error occurred while saving the comment 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 ·
-
17 votes
Gabriel Lawrence supported this idea ·
-
23 votes
Gabriel Lawrence supported this idea ·
-
67 votes
Gabriel Lawrence supported this idea ·
-
80 votes
Gabriel Lawrence supported this idea ·
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.