Settings and activity
55 results found
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25 votesJo Howell supported this idea ·
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27 votesJo Howell supported this idea ·
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81 votes
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 · -
62 votes
Hi there! Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
An error occurred while saving the comment Jo Howell supported this idea · -
50 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 · -
60 votes
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!An error occurred while saving the comment Jo Howell commentedThis would be really useful!
Jo Howell supported this idea · -
19 votesJo Howell supported this idea ·
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25 votesJo Howell supported this idea ·
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14 votesJo Howell supported this idea ·
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107 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Jo Howell supported this idea · -
42 votes
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.An error occurred while saving the comment Jo Howell commentedThis 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 · -
2 votesJo Howell shared this idea ·
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211 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Jo Howell supported this idea · -
326 votes
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 · -
2 votesJo Howell supported this idea ·
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107 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
Jo Howell supported this idea · -
7 votes
An error occurred while saving the comment Jo Howell commentedThis would be really useful functionality!
Jo Howell supported this idea · -
5 votesJo Howell supported this idea ·
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4 votesJo Howell supported this idea ·
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6 votesJo Howell supported this idea ·
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.