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Ideas to Improve PandaDoc: Quote Builder & Pricing table

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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.

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Hiep Nguyen shared this idea  ·   ·  Admin →
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Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded  · 

Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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  • Charmyn Marchan commented  · 

    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.