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24 votesunderwriting supported this idea ·
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47 votes
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underwriting supported this idea · -
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.