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  1. Reminder customization: Customize the text in reminder message

    266 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  2. MS Dynamics two-way sync (2-way sync)

    15 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Marcio Mendes commented  · 

    Two-way sync between Dynamics. Pricing tables, contacts, etc. Reduce duplication of work.

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    Marcio Mendes commented  · 

    True two-way sync between Dynamics and PandaDoc. Pricing tables, contacts, etc. Reduce duplication of work.

    Marcio Mendes supported this idea  · 
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    Marcio Mendes commented  · 

    If you make a change in your CRM, you click refresh variables and the created document pulls in any new or updated data. This feature already exists in other platforms, specifically for Dynamics CRM.

  3. Document sent variable that auto-populates

    35 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Marcio Mendes commented  · 

    Have a variable that updates when a document is sent. There seems to only be a create date variable I believe? If I create a document on the 1st but send it out on the 5th, the sent variable would update.

    Marcio Mendes supported this idea  ·