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4 results found

  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

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  3. Reminder customization: Customize the text in reminder message

    354 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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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

    68 votes

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