Settings and activity
66 results found
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6 votes
Jo Howell
supported this idea
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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.
Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:
- Core actions like sending, viewing, signing, editing
- Advanced events such as payment status, KBA and QES attempts
- Metadata: timestamps, IP addresses, user identity
- Decline reasons and the user who declined
For more information, please click the link below!
Jo Howell
supported this idea
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97 votesJo Howell
supported this idea
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26 votes
Valeryia Baranava responded
An error occurred while saving the comment Jo Howell
supported this idea
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45 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!
Jo Howell
supported this idea
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107 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.
Jo Howell
supported this idea
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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!
Jo Howell
supported this idea
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39 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!
Jo Howell
supported this idea
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81 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!
Jo Howell
supported this idea
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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…
Jo Howell
supported this idea
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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!
An error occurred while saving the comment Jo Howell
commented
This would be really useful! To be able to sync information back into Salesforce other than overriding the Opportunity stage would have so many uses for us.
One example use would be to write back the Document Sequence number to the Opportunity so we can auto-populate the contract information we store in system with this Agreement Number. Then we wouldn't need to do this manually.
Jo Howell
supported this idea
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jo Howell
supported this idea
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80 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Jo Howell
commented
This would be really useful!
Jo Howell
supported this idea
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26 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!
Jo Howell
supported this idea
·
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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!
Jo Howell
supported this idea
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18 votesJo Howell
supported this idea
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139 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!
Jo Howell
supported this idea
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46 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!
Sending another document when PandaDoc document status changesAn error occurred while saving the comment Jo Howell
commented
This would be useful for us. Our current use case would be to trigger the sending of the Direct Debit information after signing the sales contract. The triggered document would need to be a template pulling information from the same opportunity as the original sales contract.
It would also be beneficial to be able to separately select the recipients for this second document
Jo Howell
supported this idea
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262 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jo Howell
supported this idea
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355 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!
Jo Howell
supported this idea
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This would be helpful for delegating approvals when someone is out of office. Our approval workflows have multiple steps, and it wastes time to have to send through this again because the last step had noone available.