Settings and activity
54 results found
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68 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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60 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
23 votesGabriel Lawrence
supported this idea
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107 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
Gabriel Lawrence
supported this idea
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16 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Gabriel Lawrence
supported this idea
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4 votesGabriel Lawrence
supported this idea
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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6 votes
Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Gabriel Lawrence
supported this idea
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50 votes
Hi,
Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:- Create stunning customizable quotes easily
- Collect legally binding signatures
- Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.
For more information, visit PandaDoc for Salesforce CPQ on AppExchange.
Gabriel Lawrence
supported this idea
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30 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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559 votes
Hi there 👋
I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.
Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.
To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.
For more information, please visit our Help Center.
If you have any feedback or suggestions…
Gabriel Lawrence
supported this idea
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145 votes
An error occurred while saving the comment Gabriel Lawrence
commented
Seems strange this isn't configurable. Our sales team would prefer to show it as a percentage.
Gabriel Lawrence
supported this idea
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357 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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362 votes
Document Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
Gabriel Lawrence
supported this idea
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207 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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
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101 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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54 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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166 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Gabriel Lawrence
supported this idea
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152 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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191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
Gabriel Lawrence
supported this idea
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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.