Settings and activity
5 results found
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3 votes
An error occurred while saving the comment Melissa Schroeder supported this idea ·
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237 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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87 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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100 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
An error occurred while saving the comment We would also like to hide the initial variable value if it exists. In our case, we are using a calculated date field (today +365 days) for document expiration which is written back to our CRM. If there is already a value in the field from our CRM, when the client goes to sign the document, that initial value appears on the document as the client is signing. However, the calculated date (today + 365) is what actually gets written back to the CRM and what shows in the PDF. So the date that shows on the form when the client is actually signing and the date that show in the downloaded PDF are actually different which is problematic. The ability to hide the existing data (in this case the existing date) would be helpful.
I just wanted to add that lack of this functionality is pretty frustrating. If there is no email available on the contact record to be passed into pandadoc, none of the recipient info comes through so our users have to make note of the correct spelling of the clients name and their phone number and manually enter it into the pandadoc/SF recipient page which you can imagine opens up the process for error. It is also confusing to our users why sometimes the recipients info auto-populates and sometimes it doesn't. Of our approximate 14,000 contact records, only about 3000 have email addresses but all have phone numbers. Many of our clients are elderly or economically disadvantaged and just don't have/use email. Thanks!