PandaDoc Feature
complete
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John Stokes
I basically want to have contracts built into the system. You could add a contract template and use all the contact merge fields and then get a signature on documents that are associated to contacts.
A lot of existing CRMs for contractors have some sort of built in contractor feature so they can sell a job in the homeowners house. This feature would allow us to compete with those CRMs by providing a truly all in one platform.
Also, for agencies, it would streamline the process by allowing us to send contracts right in the system while on the call.
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J
Josh Nabors
How do I enable this feature?
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Sales & Marketing
complete
A
Anthony Matthew
Sales & Marketing: What is complete exactly? I notice your new Proposal tool has many uncomplete features so using another platform for the time being is required. Can you share details or post article to share what was complete?
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Super User
Sales & Marketing: I checked it and you can't upload a .pdf file yet for signatures? I'm not sure what's completed.
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Paul Brewer
Very excited for this feature! This will allow my project to explode! 🙏
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Skyler Holman
Anxious to get an update for this... can we get an new ETA on the feature? Core Platform Sales & Marketing
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Michael Walsh
Core Platform Sales & Marketing any updates?
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Jen Schneider
Is there an update on this launch?
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Ben Schablowski
Core Platform can you please give an update when this will be available?
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WebMyMoney Administrator
use pandadoc right now and need it integrated
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Eugene Britz
Great!! When will this be live??
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Rudy SOM
Eugene Britz: Upcoming since 2019... :)
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Jeff Boulton
Team, can we have this pushed along faster. You can obviously see this is the higher need from all agency users. Highest voted enhancement that I've seen ever!
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Sales & Marketing
Jeff Boulton: We are aiming for Q2
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Jeff Boulton
Sales & Marketing: That is great! Keep us updated.
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Jeff Boulton
That key here is that this needs to be built to allow us to use the contracts/esign for our clients that need this with their own database, i.e. Attorneys, etc... and then allow the Agency to use it for SaaS contracts and other types of marketing contracts for our clients. Are you guys building it to be utilized in this way?
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