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7 results found

  1. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Tom Ellis shared this idea  · 

  2. Set Variable formatting passed from CRM (commas in variables)

    128 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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.

    Tom Ellis supported this idea  · 

  3. Combine/Merge Templates & Documents

    98 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Tom Ellis supported this idea  · 

  4. CPQ calculations: Excel Formulas.

    671 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Tom Ellis supported this idea  · 

  5. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Tom Ellis shared this idea  · 

  6. New payment gateway to be added - Paymentsense

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  7. Reminder customization: Customize the text in reminder message

    367 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!