Settings and activity
57 results found
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30 votes
Gabriel Lawrence
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40 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank youGabriel Lawrence
supported this idea
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91 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!An error occurred while saving the comment Gabriel Lawrence
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10 votesGabriel Lawrence
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2 votesGabriel Lawrence
shared this idea
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
147 votesGabriel Lawrence
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4 votesGabriel Lawrence
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28 votesGabriel Lawrence
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43 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment 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.
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11 votesGabriel Lawrence
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52 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote.
Gabriel Lawrence
supported this idea
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8 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
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12 votesGabriel Lawrence
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4 votesGabriel Lawrence
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3 votesGabriel Lawrence
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5 votesGabriel Lawrence
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25 votesGabriel Lawrence
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5 votesGabriel Lawrence
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21 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
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226 votes
Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!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
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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.