Settings and activity
82 results found
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4 votes
AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea ·
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6 votes
An error occurred while saving the comment -
38 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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69 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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16 votes
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66 votes
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
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21 votes
Hi Pandas,
I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.
We're aware of some existing limitations and are currently developing solutions to address these issues.
Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?
https://calendar.app.google/pHa6Xud82oexdoyv6
During our discussion, we can explore these proposed solutions and gather your feedback.
Looking forward to your input and working together to enhance your experience with our integration.
Thanks, Alex.
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50 votes
Hi Pandas,
I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.
We're aware of some existing limitations and are currently developing solutions to address these issues.
Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?
https://calendar.app.google/pHa6Xud82oexdoyv6
During our discussion, we can explore these proposed solutions and gather your feedback.
Looking forward to your input and working together to enhance your experience with our integration.
Thanks, Alex.
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21 votes
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
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26 votes
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63 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Ability to match/change the font size/type in the fillable text fields.
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Tokens/Variables in saved messages / email body or subject
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Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
200 votesHi,
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!
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670 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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.
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69 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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7 votes
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139 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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23 votes
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38 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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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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308 votes
The status of this suggestion is currently unchanged. Please check back for updates.
The ability to define a group of repeating approval groups that could be assigned to multiple templates. You can give the same groups across different templates in its current iteration, but you must set them up manually each time.
This would allow the groups to be already created and usable for other templates.