Settings and activity
12 results found
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11 votes
AdminRyanne Doumet (Admin, PandaDoc) supported this idea ·
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19 votes
AdminRyanne Doumet (Admin, PandaDoc) supported this idea ·
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18 votes
AdminRyanne Doumet (Admin, PandaDoc) supported this idea ·
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33 votes
An error occurred while saving the comment -
7 votes
An error occurred while saving the comment AdminRyanne Doumet (Admin, PandaDoc) commented
Be able to re-assign signatory responsibilities by forwarding to someone who is already cc'd on document.
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7 votes
An error occurred while saving the comment AdminRyanne Doumet (Admin, PandaDoc) commented
User assigns a contact to the opportunity record and they want that contact to then autofill in the "To" line of who the doc will be sent to, not in the "CC" line
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82 votes
An error occurred while saving the comment AdminRyanne Doumet (Admin, PandaDoc) commented
save document location on per template basis - i.e. if create document from NDA template that's in NDA folder, want PD to recognize that it should save in NDA doc folder
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7 votes
An error occurred while saving the comment AdminRyanne Doumet (Admin, PandaDoc) commented
option to warn signer about expiring document more than 1 day prior to expiration date AND send to the owner of the document
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7 votes
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5 votes
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32 votes
An error occurred while saving the comment AdminRyanne Doumet (Admin, PandaDoc) commented
The ability to have Lowercase Roman Numerals in Editor 2.0 Bullet List (right now it's only uppercase Roman Numerals)
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110 votes
An error occurred while saving the comment AdminRyanne Doumet (Admin, PandaDoc) commented
There should be an option that makes it impossible to backdate the date at which someone signs a contract.
Functionality: if rep moves to manager, team is confused on how to use approval workflow. regional managers are approvers but approval workflow set up by template not by region
request to make bulk changes to templates - i.e. one template that is highly customizable or many templates that address each need. have about a 20 template. would like to make bulk change to template especially in regards to approval workflow