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  1. Xero

    150 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

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    Devin Parsons commented  · 

    Same response as everyone else. Xero integration was discussed as part of the sales process and is required by us for longer term use of PandaDoc.

    Devin Parsons supported this idea  · 

  2. Downloading attachments along with the document they are attached to

    225 votes

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    43 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

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    Devin Parsons commented  · 

    Agree with all of the other users. Without the ability to include the attachment(s) in the final signature package and have them covered by the signature certificate there is no legal/contractural value in using attachments.

    Our use case would be to include an attachment of our Master Services Agreement with the first Service Order a new clients signs. Unless that attachment is a legally binding document when signed this is not useful. And, including 50 pages of legal text (the MSA) into a SO is not a great customer experience.

    I am not sure what use case would exist where an attachment would be part of a signature package but not be part of what was signed.

    Devin Parsons supported this idea  ·