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  1. Approval Workflow through API

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    Lachy Wharton supported this idea  · 

  2. Update document using API

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Lachy Wharton supported this idea  · 

  3. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    12 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
    An error occurred while saving the comment
    Lachy Wharton commented  · 

    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 C

    For 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.

    Lachy Wharton supported this idea  · 

  4. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

    Lachy Wharton supported this idea  · 

  5. Templates are updated once the Content library item is updated as well

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

    An error occurred while saving the comment
    Lachy Wharton commented  · 

    Very keen to see this implemented. This would be very beneficial. Think about monstrous terms and conditions that are used in several templates, I want to be able to updated these once in the content library item and have those changes propagate out to all templates that use them.

    To do this safely, you could consider that templates using the content library item do not automatically update. Rather you can go into those templates and "pull" in the latest changes.

    Please implement this!

    Lachy Wharton supported this idea  ·