Settings and activity

  1. 229 votes

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  2. 7 votes

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  3. 8 votes

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  4. 9 votes

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  5. 7 votes

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  6. 31 votes

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  7. 73 votes

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  8. 5 votes

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  9. 108 votes

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  10. 2 votes

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  11. 28 votes

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  12. 14 votes

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  13. 1 vote

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    For example, the purchasing dept. has documents where the customer signs as well as the CFO. However, the CFO isn't doing negotiations, the purchasing dept. is but since they're not a signer, they're not receiving reminders and would like to so they can easily be reminded to follow-up on the outstanding document.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  14. 2 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    When in SFDC, there's a lack of visibility as to what's going on with an opportunity since in SFDC it only shows the docs for the workspace you're logged into. Would be great to see all documents for workspaces that a user is a part of.

  15. 6 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to give external users access to edit templates within an iFrame.