Settings and activity
5 results found
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132 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
Jeferson Perez
supported this idea
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81 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
Jeferson Perez
supported this idea
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86 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Jeferson Perez
supported this idea
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194 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!Jeferson Perez
supported this idea
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28 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment Jeferson Perez
supported this idea
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Ability to have all master template, content library, folders of images and product catalogue all live at a global admin level that automatically updates for each workspace when changes are made.