Settings and activity
1 result found
-
133 votes
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!
An error occurred while saving the comment James Sorrell supported this idea ·
An error occurred while saving the comment Given that you run document signing facility to help streamline the sales process for your clients the fact that this feature is not available is baffling.
One of the most important part of sales is follow up with clients and being able to extract key data points and sms/email them is critical and will enable us to make more sales. I have spoken to our CEO about this & he is of the same opinion. Please expedite this feature ASAP having this in the lead up to Xmas will save time and create more leads than the very slow and laborious manual method that is an outdated & expensive waste of time - I note other platforms do offer this functionality as standard.
To be clear - What we are asking for here is to be able to extract Client data from sent & or expired deals i.e. name, phone number, email, date created, product/template.
Just seen this was brought up 4+ years ago. I cant believe its not been added yet!
I wonder how many of the other posts here are still using Panda Docs... or migrated to greener pastures? Come on PD - Perfect opportunity to up your game!