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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Expand / Collapse Pricing Table Descriptions

    Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    12 votes

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    3 comments  ·  Integrations  ·  Admin →
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  2. add multiple pricing tables in once document created via Salesforce

    add multiple pricing tables in once document created via Salesforce

    https://pandadoc.zendesk.com/agent/tickets/394892

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Solution Exists  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Thank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.

    It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.

    For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields

    If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.

    Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.

    here

  3. Update a Salesforce field with a custom value when a mapped PandaDoc field is updated

    Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Salesforce: pull variables of related objects to PandaDoc

    2 votes

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  5. Embedded Document JavaScript Event that notifies the parent application that the document is completed

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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