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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

    60 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

    99 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.

    672 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

    370 votes

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