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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

    355 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

  4. MS Dynamics two-way sync (2-way sync)

    25 votes

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    Idea  ·  7 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.