Settings and activity
46 results found
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2 votes
Gabriel 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
198 votesWe wanted to share an update regarding tokens/variables in saved messages and email. 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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7 votesGabriel Lawrence
supported this idea
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61 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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56 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
14 votesGabriel Lawrence
supported this idea
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81 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Gabriel Lawrence
supported this idea
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10 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
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4 votesGabriel Lawrence
supported this idea
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3 votesGabriel Lawrence
supported this idea
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5 votesGabriel Lawrence
supported this idea
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38 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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29 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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323 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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183 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
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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81 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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53 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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136 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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132 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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136 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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.