Settings and activity
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8 votes
Lachy Wharton supported this idea ·
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2 votes
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10 votes
An error occurred while saving the comment Big +1 on this request.
We have a use case in our business as follows:
Within bundle:
* Doc 1 - must be signed by A and B
* Doc 2 - must be signed by A and CFor privacy reasons (read: legal requirement), C should not be sent and should never see Doc 1.
So ideally:
* Doc 1 is sent to A and B only (even better if we can optionally add C as a "cc"/viewer)
* Doc 2 is sent to A and C only (even better if we can optionally add B as a "cc"/viewer)As normal, the bundle is complete once (1) A and B sign Doc 1; and (2) A and C sign Doc 2.
+1 on this. This is actually really, really important to our business.
PandaDoc currently publishes your template changes as you make them. While this is undoubtedly a handy feature for some, it's actually a real drawback/problem for us.
The vast majority of our PandaDoc usage is via the API and, using the API, we are generating dozens of documents from templates every hour. This means that there is a high chance that a document would be created from a template while that template is being edited. That means the document could have the change only partially implemented, or it could have errors if the change hasn't been reviewed and approved for release yet.
As a high-volume API user, we really need control over when our changes are published. This is critical.
The workaround we have for now is that we will only edit templates outside business hours when we are confident documents are not being generated. That's a really bad situation for us to be in.
Would love to have the ability to turn off auto-publishing of changes and instead have an option to only publish changes on demand (i.e. push a button to publish changes to template).