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  1. Control reminders for docs created from Pipedrive deals

    4 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Franziska Palumbo-Seidel commented  · 

    Same here! It would be great if we can get the Pandadoc reminders and expirations on docs connected to an individual deal to stop once a deal is set to ‘lost’ instead of manually going back into that pandadoc file

    Franziska Palumbo-Seidel supported this idea  · 

  2. [Pipedrive] map document status with Deal status

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Early Access  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hey Panda,

    Good news — we did it! 🎯


    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️


    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68


    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.


    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.


    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.


    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.


    Thanks for being awesome,

    Alex from PandaDoc 🐼

  3. Reminder customization: Customize the text in reminder message

    367 votes

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    36 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!

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    Franziska Palumbo-Seidel commented  · 

    Same here!
    We absolutely need to be able to customize the reminder message (e.g. Reminder to share your feedback) instead of reminder to sign) I am receiving this response from clients very often who say "Why does the reminder message says sign". I think being able to customize the reminder message in the settings gives the PandaDoc users much more flexibility on how to use the documents.

    Franziska Palumbo-Seidel supported this idea  · 

  4. Change Document Status Within the Document

    69 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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