Settings and activity
14 results found
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2 votes
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8 votes
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dylan.wilkinson
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21 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 dylan.wilkinson
commented
Would be great to be able to require more than one variable value to be met before showing conditional content items.
Current use case example: If [Document.Type] variable value equals: SaaS Agreement AND [Pricing.Plan] variable value equals: Essentials; Then show these content items: xyz
dylan.wilkinson
supported this idea
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32 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!
dylan.wilkinson
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14 votesdylan.wilkinson
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30 votesdylan.wilkinson
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12 votesdylan.wilkinson
supported this idea
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34 votes
Hi,
Good news! We have been working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
dylan.wilkinson
supported this idea
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108 votes
[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
dylan.wilkinson
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66 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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13 votesdylan.wilkinson
supported this idea
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50 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!
dylan.wilkinson
supported this idea
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19 votes
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2 votes
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It would be great to see what documents might be impacted by the change/update of a content library item.