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  1. Change account timezone within the system

    81 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jocelyn Garcia supported this idea  · 
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    Jocelyn Garcia commented  · 

    All our documents are sent through the API so our sales teams don't have access to edit these documents on the fly, this is intentional. The time zone issue came up came up as critical on Dec 31st, 2024 when we had customers signing our agreement for solar power installation and the date of the contract was Jan. 1, 2025. The impact of this is in relation to the solar tax credit that customers can receive for having solar installed on their home and taxes are based on annual finances.

    Technically, you could pull up the Certificate on the last page to prove that it was signed in the correct time for your given time zone, however, this is not convenient for a customer or rep to need to explain/understand at the time of signing.

  2. Boilerplate Version of Templates

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jocelyn Garcia supported this idea  ·