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12 results found
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53 votes
Hi there! Thank you so much for submitting your idea – this is a great suggestion and we have had other customers asking about this feature as well. We're currently looking into the possibility of developing it. We'll share another update soon! Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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Andrea Hektner
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24 votesAndrea Hektner
supported this idea
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47 votes
Hi,
Thank you so much for reaching out! This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. We will definitely work on approval workflow improvements and the ability to edit the document while in the approval stage is one of the key things we are considering for delivery. Stay tuned.Andrea Hektner
supported this idea
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26 votes
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3 votesAndrea Hektner
shared this idea
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553 votes
This suggestion's status is currently unchanged from when the previous comment was posted. Please check back for updates.
Andrea Hektner
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3 votes
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132 votes
Hi,
Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap.
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
We have more planned for the coming quarters so stay tuned!
Andrea Hektner
supported this idea
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62 votes
Hi all!
I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.
A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.
Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.
Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.
Read this Help Center article to learn more about setting…
Andrea Hektner
supported this idea
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4 votes
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3 votes
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2 votes
This feature is particularly important for my company, because in our PandaDoc templates, we have several fields that are assigned to the client signer. We currently have an API in place to capture this data that the client provides but maintaining the API is a pain in the butt and a strain on some of our internal resources. It would be better if this capability was native to PandaDoc.