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  1. 8 votes

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    Madeline Kalfas commented  · 

    This would be very helpful! It would also be good to have recipient group templates so document creators could select a group instead of selecting the same users on different documents. For example, I would set up an SVP recipient group template with 5 users and then creators could select this group in a new document instead of creating the same group each time a document is created.

    Madeline Kalfas supported this idea  · 
  2. 9 votes

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    Madeline Kalfas commented  · 

    It would be great to have other admin users besides the account owner access to the billing panel. This will allow multiple admin to manage custom roles and permissions.

    Madeline Kalfas supported this idea  · 
  3. 5 votes

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    Madeline Kalfas supported this idea  · 
  4. 81 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Madeline Kalfas supported this idea  · 
  5. 2 votes

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    Madeline Kalfas supported this idea  · 
  6. 28 votes

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    Madeline Kalfas supported this idea  · 
  7. 22 votes

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    Madeline Kalfas commented  · 

    This is very important for our team because sometimes Pricing Table variables in Salesforce are updated after the PandaDoc document is created. This limitation causes us to manually update fields in PandaDoc.

    Madeline Kalfas supported this idea  · 
  8. 31 votes

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    Madeline Kalfas commented  · 

    This would be very helpful! We are not able to set up our approval groups without the AND statement.

    Madeline Kalfas supported this idea  · 
  9. 5 votes

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    Madeline Kalfas supported this idea  · 
  10. 17 votes

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    Madeline Kalfas supported this idea  · 
  11. 13 votes

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    Madeline Kalfas supported this idea  · 
  12. 8 votes

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    Madeline Kalfas supported this idea  · 
  13. 6 votes

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    Madeline Kalfas commented  · 

    This would be very helpful! We require 2 out of 5 approvers to approve documents.

    Madeline Kalfas supported this idea  · 
  14. 25 votes

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    Madeline Kalfas commented  · 

    This would be very nice to have based on variables from Salesforce. We would set up approval workflows based on Contract Amount field from the Opportunity.

    Madeline Kalfas supported this idea  · 
  15. 52 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!

    Madeline Kalfas supported this idea  · 
  16. 7 votes

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    Madeline Kalfas supported this idea  ·