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  1. Templates are updated once the Content library item is updated as well

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  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 auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

    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 →
    Released  ·  Alessio Ragni responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)

    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  3. Auto-reminders: customize the text in reminder message

    344 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    An error occurred while saving the comment
    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

    70 votes

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