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  1. 25 votes

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    Virginia Simpson commented  · 

    Each recipient has a unique link to the document, which defines the recipient's rights and fields, which the specific recipient is authorized to fill in. Only the assigned recipient should be able to access the document via the unique link.

  2. 43 votes

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  3. 302 votes

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    Released  ·  Valeria Pochapskaya responded

    Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.

    Check out these helpful articles:

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    Virginia Simpson commented  · 

    The ability to create documents based on certain criteria. When those criteria are noted, the correct clauses are added also gives the team to option to add one of two clauses.

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    Virginia Simpson commented  · 

    Customer is looking for the ability to store other data in PandaDoc

  4. 27 votes

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    Virginia Simpson supported this idea  · 
  5. 11 votes

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    Virginia Simpson commented  · 

    Looking for the ability to control the cell padding on each side individually in Editor 2.0

  6. 14 votes

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    Virginia Simpson supported this idea  · 
  7. 50 votes

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    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

    Virginia Simpson supported this idea  · 
  8. 83 votes

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    Virginia Simpson supported this idea  ·