Skip to content

← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: CPQ - Quote Builder & Pricing table

CATEGORIES
All ideas
My feedback
API 236 ideas
Approvals 151 ideas
Automations 202 ideas
CPQ - Quote Builder & Pricing table 617 ideas
Content Editing & Design 766 ideas
Documents & Data Management 783 ideas
Esign & Notary 45 ideas
Fillable Fields & Variables 553 ideas
Forms 187 ideas
Integrations 984 ideas
Integrations - HubSpot 234 ideas
Localization 55 ideas
Mobile 77 ideas
Other 506 ideas
Payments 236 ideas
Recipient Experience 241 ideas
Rooms 52 ideas
Security & Compliance 71 ideas
Settings, Workspaces & User Roles 339 ideas
Sharing & Collaboration 285 ideas
Templates & Libraries 220 ideas
Usability Improvements 181 ideas

Searching…

No results.
Clear search results

Refresh Pricing table and Data with MS Dynamics

Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

4 votes

Hiep Nguyen shared this idea · Oct 21, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

An error occurred while saving the comment

Charmyn Marchan commented · January 6, 2022 5:02 PM

Th ability to have an auto-refresh feature in MS Dynamics for Safari users as the list of associated documents does not show right away (works in Chrome) and manual refresh has to be done.

Submitting...