Settings and activity

  1. 3 votes

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    AdminTameeka Gilchrist (Admin, PandaDoc) commented  · 

    Ability to change multiple templates at once.
    Client would like to make a change to a field within a template and automatically apply the change to other templates that use the same field

  2. 9 votes

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    AdminTameeka Gilchrist (Admin, PandaDoc) commented  · 

    attempting to automate the 2-way sync functionality with product data is not a possibility at the moment. Although the Zapier integration includes a mapping process that appears it would work, there is no true integration available with the product updates between Zoho and PandaDoc. For this to work, it would be an entirely new feature that would need to be created in collaboration with Zoho, and at this time that is not something that will be prioritized in the near future. We have existing workarounds to achieve the workflow with Zoho, but just can't do everything we had hoped to reduce some steps with the workflow we discussed between products in Zoho and PandaDoc.

  3. 96 votes

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    AdminTameeka Gilchrist (Admin, PandaDoc) commented  · 

    We are specifically looking to have more flexibility with the recurring reminders “Repeat every week/every 3 days until completed or expired”. We have found that “every 3 days” is far too aggressive for recurring reminders and “every week” has also been more aggressive than we like. The engagement letters we are sending through often require thorough planning and thought on the client’s end, and so they require quite a bit of time to think it over and get in touch with others prior to committing to our services. With that, I guess there is no option at the moment outside “every week” or every “3 days”? If you could present this to the development team, that would be great as it would be very helpful for us. We are looking for an additional option of even 15 days between recurring reminders until the document is signed or expired.

  4. 79 votes

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    AdminTameeka Gilchrist (Admin, PandaDoc) commented  · 

    1. Send a document for signature and prevent recipient from printing or downloading it.

    Customer is concerned about protecting their intellectual property/trade secrets/etc