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  1. 77 votes

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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When you create a document from a template, the approver on the template level is inherited. It would be nice to be able to create a document from a template and at this point get to choose who the document approver is. This way you don't need to keep changing the approver on the template level.

  2. 2 votes

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    AdminSara Rodriguez (Admin, PandaDoc) shared this idea  · 
  3. 3 votes

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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
  4. 21 votes

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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
  5. 76 votes

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  6. 2 votes

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    AdminSara Rodriguez (Admin, PandaDoc) shared this idea  · 
  7. 7 votes

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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
  8. 32 votes

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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
  9. 2 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    When you import a new product csv you get an import email indicating the # of imported items with the title of the filename used. Can we do the same for the email you receive when templates are updated due to changes in catalog items?

    AdminSara Rodriguez (Admin, PandaDoc) shared this idea  · 
  10. 27 votes

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  11. 36 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Today, the pricing table calculations are a bit simple. It would be ideal to be able to calculate based on a SFDCs products effective date to adjust ARR price based on the number of quarters a product has been purchased in.

  12. 20 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    Be able to disable an approval workflow on the document level if the document sender doesn't make any edits.

  13. 2 votes

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    AdminSara Rodriguez (Admin, PandaDoc) shared this idea  · 
  14. 1 vote

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    AdminSara Rodriguez (Admin, PandaDoc) shared this idea  · 
  15. 7 votes

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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
  16. 635 votes

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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    The ability to populate today's date in a token

  17. 18 votes

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    AdminSara Rodriguez (Admin, PandaDoc) supported this idea  · 
  18. 3 votes

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  19. 8 votes

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    AdminSara Rodriguez (Admin, PandaDoc) commented  · 

    1. Number of Docs that have different Creator & Signer (Xero Signatory)
    2. List of Docs grouped by Signer (Xero Signatory)

  20. 9 votes

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