Settings and activity
54 results found
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144 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Gabriel Lawrence
supported this idea
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25 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher.. For more information, please click the link below!
Gabriel Lawrence
supported this idea
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62 votes
Hi,
We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
Gabriel Lawrence
supported this idea
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status 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
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
An error occurred while saving the comment Gabriel Lawrence
supported this idea
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10 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Gabriel Lawrence
supported this idea
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30 votesGabriel Lawrence
supported this idea
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27 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25
An error occurred while saving the comment Gabriel Lawrence
commented
This is really important for multi-currency organizations.
Gabriel Lawrence
supported this idea
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216 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.
An error occurred while saving the comment Gabriel Lawrence
commented
This seems to defeat the purpose of a contract. I don't think this feature should exist, or it wouldn't be a clean audit trail of what was agreed to. If you edit after signing the signer should have to re-sign your edits.
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102 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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29 votesGabriel Lawrence
supported this idea
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153 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Gabriel Lawrence
commented
I think this is really needed. If I understand this request it is the same as this one I made.
Gabriel Lawrence
supported this idea
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An error occurred while saving the comment Gabriel Lawrence
commented
More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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302 votes
Eliminate mistakes and save hours of manual work by using Smart Content to set up conditional logic. PandaDoc Smart Content empowers you to enforce consistency across dynamic documents, without sacrificing customization and while saving hours of administrative work. Using an intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is easily added to documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps. Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all of your documents as unique as individual business relationships.
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217 votes
This is a really important feature that would significantly help our workflow.