Settings and activity

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1. Save entire page with header/footer in the content library

   67 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged. Please check back for updates.

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   Kiki Schaap commented  ·  Feb 27, 2024  ·  Delete…

   adding header/footer option in CL documents

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2. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

   25 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   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!

   Update a document with field values from Salesforce

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   Kiki Schaap commented  ·  Jan 18, 2023  ·  Delete…

   This functionality is critical to add the right effectiveness on our Pandadoc integration with SF.

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   Kiki Schaap supported this idea  ·  Jan 18, 2023