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  1. 11 votes

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    AdminRyanne Doumet (Admin, PandaDoc) supported this idea  · 
  2. 16 votes

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    AdminRyanne Doumet (Admin, PandaDoc) supported this idea  · 
  3. 12 votes

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    AdminRyanne Doumet (Admin, PandaDoc) supported this idea  · 
  4. 32 votes

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    An error occurred while saving the comment
    AdminRyanne Doumet (Admin, PandaDoc) commented  · 

    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

  5. 7 votes

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    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.

  6. 7 votes

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    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

  7. 74 votes

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    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

  8. 7 votes

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    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

  9. 7 votes

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  10. 5 votes

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  11. 27 votes

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    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)

  12. 98 votes

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    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.