Settings and activity
72 results found
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16 votesAdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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26 votesAdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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16 votesAdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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25 votesAdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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10 votesAdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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3 votesAdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea ·
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65 votes
Hi.Â
We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea · -
6 votes
An error occurred while saving the comment An error occurred while saving the comment Ability to customize reminder notifications to include those who aren't signers.
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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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224 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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13 votes
An error occurred while saving the comment Automatically skip or have the option to skip the approval workflow if the approver assigned is the user who created or is sending the document.
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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.