Settings and activity
396 results found
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1 vote
Rachele Galang Ong shared this idea ·
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42 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! -
3 votes
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9 votes
An error occurred while saving the comment -
47 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! -
10 votes
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1 vote
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1 vote
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90 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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1 vote
An error occurred while saving the comment As per the customer "I know how to do it. I’m not happy with the functionality being so hidden and optional when creating documents from templates.
We had verification turned off for a while. However, it appears PandaDoc has changed the functionality.
I am happy that when you start a new document (without using a template) there’s the little lock to the right of the client’s name you select in Add document recipients. And, unless the lock is ready, you don’t have to copy and paste their mobile number anymore – that’s great.
Why has this functionality not been extended to adding recipients to templates? I don’t understand what the difference is – it’s the same function – adding recipients to a new document you’ve created. The only difference is it’s been created from a template rather than from scratch. We use templates all the time so that fields and variables are already in place for consistently used documentation.
I would rather verification be a mandatory setting that staff cannot forget to do – and this is important to show we are complying with our cyber-security compliance requirements.
In the past (and still visible in the how to video in Protect documents with identity verification | Help Center the option was visible. See screen shot below.
Now it is hidden in the menu – so not even a reminder or prompt for staff to do this."
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1 vote
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4 votes
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2 votes
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1 vote
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198 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! -
3 votes
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9 votes
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1 vote
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10 votes
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5 votes
As per the customer: "I wanted to reach out about something that would be a total game-changer for how we use the PandaDoc/Zapier integration.Right now, when we set up a "Document completed" trigger, we can only pick one template at a time. If we have seven different templates that all need the same thing to happen after they're signed, we're stuck creating seven separate Zaps.
What would be amazing is if we could select multiple templates in a single trigger. So instead of saying "when Template A is completed, do this," we could say "when Template A, B, or C is completed, do this." One Zap, multiple templates, same automation.
I've noticed other apps on Zapier already do something similar, and it works really well. It just feels like a natural fit for how people use document automation in the real world.
Would love to know if this is something your team might consider adding. Happy to chat more about how we're using it if that's helpful.
Thanks for hearing me out!"