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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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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  3. Reminder customization: Customize the text in reminder message

    364 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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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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