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  1. 25 votes

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    Jo Howell supported this idea  · 
  2. 25 votes

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    Jo Howell supported this idea  · 
  3. 80 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Jo Howell supported this idea  · 
  4. 137 votes

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    Hi,

    Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap. 

    Learn more about these recently released functionalities by clicking on the links below:

    We have more planned for the coming quarters so stay tuned!

    Jo Howell supported this idea  · 
  5. 62 votes

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    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  · 
  6. 48 votes

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    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  · 
  7. 58 votes

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    Hi there! 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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    Jo Howell commented  · 

    This would be really useful!

    Jo Howell supported this idea  · 
  8. 19 votes

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    Jo Howell supported this idea  · 
  9. 25 votes

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    Jo Howell supported this idea  · 
  10. 14 votes

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    Jo Howell supported this idea  · 
  11. 106 votes

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  12. 42 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.

    We hope this 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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    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  · 
  13. 2 votes

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  14. 207 votes

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    Jo Howell supported this idea  · 
  15. 315 votes

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    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

    Jo Howell supported this idea  · 
  16. 2 votes

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    Jo Howell supported this idea  · 
  17. 102 votes

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    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!

    Jo Howell supported this idea  · 
  18. 7 votes

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    Jo Howell commented  · 

    This would be really useful functionality!

    Jo Howell supported this idea  · 
  19. 5 votes

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    Jo Howell supported this idea  · 
  20. 4 votes

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    Jo Howell supported this idea  · 
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