Settings and activity
3 results found
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24 votesunderwriting supported this idea ·
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47 votes
Hi there! 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
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.