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  1. 132 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

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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. 164 votes

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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  ·