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  1. 1 vote

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    AdminVivian Mach (Admin, PandaDoc) shared this idea  · 
  2. 30 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!

  3. 8 votes

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  4. 58 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!

  5. 23 votes

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  6. 32 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.

  7. 3 votes

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  8. 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!

  9. 8 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  10. 12 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  11. 123 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  · 
  12. 141 votes

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  13. 58 votes

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  14. 16 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  15. 14 votes

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  16. 2 votes

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    AdminVivian Mach (Admin, PandaDoc) shared this idea  · 
  17. 2 votes

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  18. 3 votes

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  19. 25 votes

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    AdminVivian Mach (Admin, PandaDoc) supported this idea  · 
  20. 2 votes

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