Settings and activity
16 results found
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14 votes
An error occurred while saving the comment 
Daniel Finamore
supported this idea
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4 votes
An error occurred while saving the comment Daniel Finamore
commented
Super confusing to the clients. And it's not even true. You can download the docuement still by selecting "More Actions" > "Download".
This adds no value to the platform and only causes issues with recipients.
All our clients have to share the document with a legal team for review. Every time we are asked to manually download the document for them once they see this faux warning.
Please remove it ASAP.
Daniel Finamore
supported this idea
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14 votes
An error occurred while saving the comment Daniel Finamore
commented
It's bad GUI. I had to pre-write and save instructions for email templates for our users. All of our documents need reviewal from the client's legal team and the ability to red-line and send back the document. This is however easy to do in PandaDoc, but it's not something that has been intuitive for our clients. There is so much blank space on the left and right margin on a document delivery on a desktop. It would be nice for basic instructions to be included.
Daniel Finamore
supported this idea
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6 votes
An error occurred while saving the comment Daniel Finamore
commented
This is a must have. It is impossible to manage all of our templates currently. If there is a staff change in our Approval Group. I need to open every document that follows the same approval process and manually update the email on each template.
Having one Approval group saved in Contacts that can be the source of truth would make managing the process incredibly simple.
Daniel Finamore
supported this idea
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4 votes
An error occurred while saving the comment Daniel Finamore
commented
Currently I have to create a single automation for each template I have created. I would like to be able to select Multiple Templates to follow one automation. IE. For all our Sales Documents, we need to upload completed documents to our CRM. I have many templates, and I have to write 1 automation for each template. This is very difficult to create and pretty much impossible to manage if a change in our process commences.
I would like the ability to write 1 automation and add as many template to follow the one automation as I need.
Daniel Finamore
supported this idea
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1 voteDaniel Finamore
shared this idea
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16 votesDaniel Finamore
supported this idea
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20 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Daniel Finamore
supported this idea
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61 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Daniel Finamore
supported this idea
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
An error occurred while saving the comment Daniel Finamore
commented
Hi Daria, thanks for your input and we do have Rooms already, however this option is not feasable due to the massive costs our company would accrue to utilize it. In order for us to use Rooms internally, it is my understanding that all of our team members would have to have a Standard Licence. Which would be an approximate 200% increase in our costs with PandaDoc.
Daniel Finamore
shared this idea
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1 voteDaniel Finamore
shared this idea
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8 votesDaniel Finamore
supported this idea
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90 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
An error occurred while saving the comment Daniel Finamore
commented
I would love this and would prefer it if was a toggle option per workkspace or per Template.... or both!
Daniel Finamore
supported this idea
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15 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!
An error occurred while saving the comment Daniel Finamore
commented
We're looking for Dynamic Variables to be adjusted with the Signatory. So if we utilize Signing Groups we would like the variables such as [Signer.FirstName] etc... to update depending on who in the Group is signing the doucment. Or if the doucment is sent to the incorrect person, and we allow forwarding. It would be great if the dynamic variables updated with the new signer.
Currently we can't enable "Allow Document Forwarding" and Variables at all. We are forced to use fillable fields, making the team members fill these out 100% for an instance were a signer needs to change 1% of the time.
Daniel Finamore
supported this idea
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27 votesDaniel Finamore
supported this idea
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92 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Daniel Finamore
commented
I would love to see this option, or to completely lock template editing for some users. We use PandaDoc for all of our legal paperwork, and only Sales Reps issue the documents to Clients. However, only our legal team should be able to update the documents.
We recently had an issue where someone deleted a template, instead of deleting the document associated with a client by mistake. We had to have support restore our template for us.
Being unable to restrict access to templates creates an opportunity for human error or a malicious act. It would be great to prevent this.
Daniel Finamore
supported this idea
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Can we also add an export to docx as well for individual Content Library Pieces.
Currently we can only export PDF.