Settings and activity
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281 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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8 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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10 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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9 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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15 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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60 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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6 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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2 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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16 votes
AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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1 vote
An error occurred while saving the comment AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea ·
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2 votes
An error occurred while saving the comment 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.
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90 votes
An error occurred while saving the comment Automate sending out a document on a weekly basis to specific recipients like timesheets
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6 votes
An error occurred while saving the comment Ability to give external users access to edit templates within an iFrame.
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.