Settings and activity
365 results found
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31 votes
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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24 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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28 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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54 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!
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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53 votes
Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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3 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea ·
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7 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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10 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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12 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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13 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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11 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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3 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea ·
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7 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea ·
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23 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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21 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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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!
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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33 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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14 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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64 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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17 votes
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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.