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  1. 31 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!

  2. 62 votes

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    We wanted to share an update regarding this 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.

  3. 27 votes

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  4. 43 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
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    AdminVivian Mach (Admin, PandaDoc) commented  · 

    Would like to set up approvals based off of what team someone is on as well as what variables are pulled from the CRM into a document. For example, if someone from the Sales team can/should be exempt from the approval process set up because they are a manager or leadership position.

  5. 37 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!

  6. 10 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  7. 127 votes

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    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  8. 191 votes

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    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  9. 4 votes

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  10. 27 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  11. 50 votes

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  12. 56 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!

    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  13. 14 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  14. 32 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  15. 12 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!

    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
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