Settings and activity
339 results found
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24 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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106 votes
Hi,
Thank you for taking the time to leave your request. We have great news – SMS delivery is already available. For more information, please click the link below!
Send via Text (SMS)An error occurred while saving the comment -
227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
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50 votes
Hi,
Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:- Create stunning customizable quotes easily
- Collect legally binding signatures
- Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.
For more information, visit PandaDoc for Salesforce CPQ on AppExchange.
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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!
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23 votes
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39 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!
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
An error occurred while saving the comment When a document is created and the products or discounts are updated within the document for the product or discount to be updated within salesforce.
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
An error occurred while saving the comment Would like to have ability to apply logic... that if a user creates a document, for the document to be automatically moved to a folder either in create status, sent status, viewed status, and completed... Under user name or "x" folder title.
Ex. 12 users - each have their own folder so not to create data clutter within template space or document space. -
34 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!
An error occurred while saving the comment Leslie would like a reminder to go out to users at "x" time or every "y" months to ensure they are deleting documents and cleaning up data clutter.
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16 votes
Valeryia Baranava responded
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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29 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!
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32 votes
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12 votes
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28 votes
An error occurred while saving the comment It would be helpful to have the ability to search or CMD/Cntrl + F to find words within a "completed" document.
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16 votes
we've released ability to search within content of uploaded PDF & Word files
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4 votes
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217 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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9 votes
From an IT and Admin perspective, it would benefit enabling this setting at the template level instead of the document level.
Also, would it be possible to have the code expire after 1 minute instead of 30 seconds? ex. I keep my phone away from me while working to ensure 100% focus.