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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 » Workflow  ·  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 - Catalog  ·  Admin →
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  3. Reminder customization: Customize the text in reminder message

    289 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

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

    18 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API, Payments & 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.