Settings and activity
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9 votes
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Leo Ayala
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18 votes
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3 votes
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18 votes
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
217 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
Leo Ayala
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2 votesLeo Ayala
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5 votesLeo Ayala
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3 votesLeo Ayala
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2 votesLeo Ayala
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2 votesLeo Ayala
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79 votes
We wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.Leo Ayala
supported this idea
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The ability to automatically delegate signatures and approvals would significantly improve operational continuity and reduce administrative overhead, particularly during planned absences such as annual leave. Currently, requiring manual updates to template approval groups and role defaults across multiple templates introduces unnecessary risk, inefficiency, and potential approval delays. A centralized auto-delegation capability would ensure business processes continue without interruption while maintaining governance controls.
If this functionality is not available or on the product roadmap, this limitation will encourage us to evaluate alternative solutions that provide this feature natively.