Settings and activity
30 results found
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27 votes
An error occurred while saving the comment AdminVince Bertucci (Admin, PandaDoc) supported this idea ·
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89 votes
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!
An error occurred while saving the comment Customers want to be able to update the recipients of notifications for a document after it has been viewed or opened following its signing. This is particularly useful when an account transitions from an Account Executive to an Account Manager. Simply adding an Account Manager to the document is not a viable solution, as some customers use round-robin systems and do not know in advance who will be the recipient at the time of signature.
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46 votes
Hi Pandas,
I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.
Here’s what we are building:
CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.
Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.
Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.
Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.
We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.
Timeline Preview: Expect to see these functionalities rolled out in Q2.…
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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!
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11 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! -
8 votes
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3 votes
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4 votes
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12 votes
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160 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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30 votes
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27 votes
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16 votes
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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!
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73 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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18 votes
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9 votes
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3 votes
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113 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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20 votes
An error occurred while saving the comment We would like the fillable fields to remain locked on a specific spot, even when there are variable changes and may cause a sentence to add more room or another line. Also changing browsers may change the location of the fillable fields to move, and would like it to remain where it was put (Images posted below).
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