Settings and activity
89 results found
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95 votes
AdminKateryna Antonenko (Customer Success Manager, PandaDoc) supported this idea ·
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104 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!Â
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145 votes
An error occurred while saving the comment -
195 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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243 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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192 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!
Working with numbered lists -
198 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! -
197 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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197 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! -
133 votes
We wanted to share an update regarding this 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.
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
An error occurred while saving the comment When signing, a user is able to pick up a date of signing from the past/future/any date.
Please add option that allows choosing TODAY only.
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22 votes
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43 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 check the screenshot below!
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21 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!
An error occurred while saving the comment more precise follow up on activities link to the document sent (ie: knowing exactly what has been received, confirmation of receipt, etc.).
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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…
An error occurred while saving the comment Having a way to use dynamically the dates from SFDC to PandaDoc would be great (ie: depending on the template, selecting how we want the date to be displayed).
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21 votes
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14 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!Â
We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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79 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!
An error occurred while saving the comment Please add the integration
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203 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
An error occurred while saving the comment Ability to sync PandaDoc with the deal in Hubspot automatically (2 way sync)
discount in % be shown in %, not in the flat amount, please