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  1. 26 votes

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    Joseph Tenney commented  · 

    This is important as we use the contract object to store signed documents not Opportunities.

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  2. 5 votes

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    Joseph Tenney supported this idea  · 
  3. 11 votes

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    Joseph Tenney supported this idea  · 
  4. 30 votes

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    Joseph Tenney commented  · 

    Also would like to add, a way to pass a viable into the component to tell it which workspace its using. so for customers assigned to one account it would open to that work space, but for a customer assigned to another account it would open to that one.

    Joseph Tenney supported this idea  · 
  5. 5 votes

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    Joseph Tenney supported this idea  · 
  6. 16 votes

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    Joseph Tenney supported this idea  · 
  7. 11 votes

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    Joseph Tenney supported this idea  · 
  8. 6 votes

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    Joseph Tenney supported this idea  · 
  9. 4 votes

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    Joseph Tenney supported this idea  · 
  10. 15 votes

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    Joseph Tenney supported this idea  · 
  11. 2 votes

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    Joseph Tenney supported this idea  · 
  12. 17 votes

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    Joseph Tenney supported this idea  · 
  13. 61 votes

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    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!

    Joseph Tenney supported this idea  · 
  14. 5 votes

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    Joseph Tenney supported this idea  · 
  15. 1 vote

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    Joseph Tenney commented  · 

    To be more specific this is referring to Fillable fields that can be assigned out. it's currently possible to add multiple variables in a standard text field, but the fillable field only allows for one crm field to be entered in the merge field.

    Joseph Tenney supported this idea  · 
  16. 80 votes

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    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!

    Joseph Tenney supported this idea  · 
  17. 120 votes

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    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Joseph Tenney supported this idea  · 
  18. 269 votes

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    Joseph Tenney commented  · 

    This is a must. we get around it now by adding +1 just before the @ symbol. but this sometimes causes spam filters to quarantine the message so it makes delivery unreliable.

    Joseph Tenney supported this idea  ·