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  1. 27 votes

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    AdminVince Bertucci (Admin, PandaDoc) commented  · 

    Auto reminders sent
    Auto reminders are turned off

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
  2. 89 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    AdminVince Bertucci (Admin, PandaDoc) commented  · 

    Customers want to be able to update the recipients of notifications for a document after it has been viewed or opened following its signing. This is particularly useful when an account transitions from an Account Executive to an Account Manager. Simply adding an Account Manager to the document is not a viable solution, as some customers use round-robin systems and do not know in advance who will be the recipient at the time of signature.

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
  3. 46 votes

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    Hey Panda,

    Good news — we did it! 🎯


    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️


    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68


    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.


    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.


    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.


    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.


    Thanks for being awesome,

    Alex from PandaDoc 🐼

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
  4. 34 votes

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    Hi. 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!

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
  5. 11 votes

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    Hi. 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!

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
  6. 8 votes

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  7. 3 votes

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  8. 4 votes

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  9. 12 votes

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  10. 161 votes

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  11. 32 votes

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  12. 27 votes

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  13. 16 votes

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  14. 35 votes

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    Hi. 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!

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
  15. 73 votes

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    Hi. 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!

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
  16. 18 votes

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  17. 9 votes

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  18. 3 votes

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  19. 113 votes

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  20. 20 votes

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    An error occurred while saving the comment
    AdminVince Bertucci (Admin, PandaDoc) commented  · 

    We would like the fillable fields to remain locked on a specific spot, even when there are variable changes and may cause a sentence to add more room or another line. Also changing browsers may change the location of the fillable fields to move, and would like it to remain where it was put (Images posted below).

    AdminVince Bertucci (Admin, PandaDoc) supported this idea  · 
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