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24 votes
underwriting supported this idea ·
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47 votes
We wanted to share an update regarding the 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.
underwriting supported this idea ·
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7 votes
An error occurred while saving the comment underwriting supported this idea ·
Some of our templates do not require any fields; they're just quotes that automatically go out for new clients. We learned very quickly that there's no way around the system being stuck in the "Viewed' status, preventing a PDF copy being sent. Being able to let our clients receive a PDF is critically important to us. We actually have to pay for a separate subscription with a different company just to have this feature, which is frustrating when it would be such a simple fix from PandaDoc.