Settings and activity
41 results found
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31 votes
An error occurred while saving the comment Vince Bertucci supported this idea ·
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93 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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
🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
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35 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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62 votes
Hi,
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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14 votes
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172 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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37 votes
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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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37 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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81 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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265 votes
Hi there,
Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news!
2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.
We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here.
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19 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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54 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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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…
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25 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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22 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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129 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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26 votes
Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
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22 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).
Auto reminders sent
Auto reminders are turned off