Settings and activity
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19 votes
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8 votes
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Sarah O'Connor
commented
An error occurred while saving the comment Sarah O'Connor
commented
it would be excellent on the Checkbox field to have a customizable text ID field that took a string parameter that could pass through Zapier, then back to our CRM to help find and indicate what the customer was checking off. user story is, we’d like to pay monthly vs. annually with a discount. or any other thing a potential new customer would be opting into or out of.
Sarah O'Connor
supported this idea
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4 votes
An error occurred while saving the comment Sarah O'Connor
commented
I guess the idea would be that you can turn on a portal for any recipient where they can see all documents you've uploaded for them to review (perhaps sorted by folders). And where either us or them could pass files back and forth. A trusted document exchange area of sorts.
Files can be signed or acknowledged or both.
Sarah O'Connor
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254 votes
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An error occurred while saving the comment Sarah O'Connor
commented
Pre-Sign template option so documents can be signed by the sender on the template level and save time.
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271 votes
An error occurred while saving the comment Sarah O'Connor
commented
Sometimes a client may have multiple businesses, but may operate under the same email. It would be helpful to be able to create contacts with the same email address and name, but be able to change the business name and have it as a separate contact within PandaDoc
First Name = Mike
Last Name = Duckworth
Company (optional) = Go Home, LLC.
[ X ] Send correspondence as Company
- If checked, all communication to recipients will have Company Name in lieu of sender's First & Last Name