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  1. Change name of person sending file

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Kaitlyn Mace commented  · 

    Our use case: We are automating the sales process for some of our add-on products. Customers can purchase an add-on by completing a smart form that then creates a document using the form. The customer gets an email from me, the system admin, with the file, but my name doesn't mean anything to the customer. Instead of the subject being "Kaitlyn Mace sent you the document..." I want it to say "Company Name sent you the document...

    Kaitlyn Mace shared this idea  · 

  2. Option to define the template which document was created from

    66 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Kaitlyn Mace supported this idea  · 
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    Kaitlyn Mace commented  · 

    It would help me troubleshoot automation issues if I could see which template was used to create a document. I'd like to see it in the document's audit trail and the document info so I could see how many times a template was used.