Settings and activity

2 results found

1. Do not send the recipient an email containing the document when they start to fill out a form

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Early access  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!

   Smart Forms

2. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

   66 votes

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   16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

   Hi there! 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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   Tracy Thorup commented  ·  Sep 12, 2024  ·  Edit…  ·  Delete…

   I definitely need this added so it can continue through my workflow. Unfortunately it will affect future subscription renewal of PandaDoc by my business if not done by then.

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   Tracy Thorup supported this idea  ·  Sep 12, 2024