Settings and activity

10 results found

1. Set client's default email subject (automatic subject)

   102 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Nathan David supported this idea  ·  Apr 27, 2023

2. Download button

   15 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Nathan David supported this idea  ·  Apr 27, 2023

3. send emails from the Company name

   21 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Nathan David supported this idea  ·  Apr 27, 2023

4. Conditional discount (amount)

   67 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules
   • Lookup Tables

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Nathan David supported this idea  ·  Apr 27, 2023

5. Add up multiple pricing tables to create a summary table

   133 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   - Quote Builder

   - Quote data fields

   - Quote rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Nathan David supported this idea  ·  Apr 27, 2023

6. CPQ calculations: Excel Formulas.

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   677 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Nathan David supported this idea  ·  Apr 27, 2023

7. Fields sync back to Salesforce

   62 votes

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

   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!

   Export PandaDoc field values to Salesforce

   Nathan David supported this idea  ·  Apr 27, 2023

8. Pull updated pricing table details from Salesforce to PandaDoc

   81 votes

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   10 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

   Nathan David supported this idea  ·  Apr 27, 2023

9. Salesforce true 2 way sync

   140 votes

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   27 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   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 CRM functionality: you can import updates to all line item fields (custom and default) to the Pricing table and Quote builder. You can also import added and removed line items.

   Here's an article you can follow to stay updated on further improvements to our Salesforce Lightning Integration - Salesforce Integration Changelog.

   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… more
   Nathan David supported this idea  ·  Apr 27, 2023

10. [Import from CRM][Salesforce] Update pricing table

    22 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

    An error occurred while saving the comment
    Nathan David commented  ·  Apr 27, 2023  ·  Delete…

    It is highly inefficient to have to create multiple documents for the sole purpose of adding/removing an additional product.

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    Nathan David supported this idea  ·  Apr 27, 2023