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  1. Link2CRM for non-draft status documents

    56 votes

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

    Hello there,

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

    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

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    Vlad Nehrii commented  · 

    Link a document in a status other than Draft to a deal in Pipedrive.

  2. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Vlad Nehrii commented  · 

    Ability to change document status from within the Editor.

  3. Lever

    19 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi!

    We wanted to reach out to clarify a recent update — the "Released" status on this idea was added by mistake, and we apologize for any confusion this may have caused.

    Lever integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

    Vlad Nehrii supported this idea  ·