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9 results found

  1. Dashboard auto refresh

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    Richard Carr shared this idea  · 

  2. Permissions for specific documents: Private documents (Password protect documents internally)

    205 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  3. private dashboard of docs that contained financial info

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

  4. Automatically approve documents created by the approver

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →

  5. [Import from CRM][Salesforce] Update pricing table

    22 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →

  6. Salesforce CPQ

    50 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

  7. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    67 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →

  8. Pull updated pricing table details from Salesforce to PandaDoc

    81 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Richard Carr supported this idea  · 

  9. Link to CRM: Include and pull products / pricing table line items from CRM

    23 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information: 


    Richard Carr supported this idea  ·