Settings and activity

  1. 62 votes

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    AdminRyanne Doumet (Admin, PandaDoc) commented  · 

    Be able to integrate excel into PD so can dynamically pull in spreadsheets (not as an attachment)

  2. 8 votes

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    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

  3. 20 votes

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    AdminRyanne Doumet (Admin, PandaDoc) commented  · 

    Slack Integration: once doc goes into approvals > slack gets sent to approvers
    - Michael figured out workaround - but ideally needs zapier to identify who approver is. Using tags right now to achieve this

  4. 7 votes

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    AdminRyanne Doumet (Admin, PandaDoc) commented  · 

    Be able to re-assign signatory responsibilities by forwarding to someone who is already cc'd on document.

  5. 4 votes

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    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

  6. 300 votes

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    AdminRyanne Doumet (Admin, PandaDoc) commented  · 

    From client:
    I have a question on if PandaDoc templates have a certain type of functionality.
    Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.

    The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
    Appreciate any feedback you have on this one.

  7. 6 votes

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    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

  8. 5 votes

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  9. 5 votes

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  10. 15 votes

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    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)

  11. 48 votes

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    AdminRyanne Doumet (Admin, PandaDoc) commented  · 

    There should be an option that makes it impossible to backdate the date at which someone signs a contract.