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4 results found

  1. The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  2. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Reminder customization: Customize the text in reminder message

    321 votes

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

    20 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    An error occurred while saving the comment
    Marcio Mendes commented  · 

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

    An error occurred while saving the comment
    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.