Settings and activity
27 results found
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122 votes
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!Veronika Yaroshevskaya supported this idea ·
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187 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. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you! -
63 votes
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!An error occurred while saving the comment -
55 votes
Reopening this Idea after clarification that an email notification is what is being requested.
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24 votes
An error occurred while saving the comment Sending customer information from lead from Monday.com to PandaDoc would be awesome
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127 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!
An error occurred while saving the comment Once a proposal is in a "sent" status the products will be automatically updated in salesforce
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12 votes
It would be nice to have the ability to change the document status inside editor 2.0 as we had in the classic one