Settings and activity

45 results found

1. [Pipedrive] map document status with Deal status

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

   
   

   Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

   
   

   Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

   
   

   Cheers, Alex.

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

   Halyna Dashkevych supported this idea  ·  May 3, 2022

2. Customize footer page numbers, font size, font color and margins and padding

   73 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there! Thank you for submitting your idea.  Unfortunately, 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!

   Halyna Dashkevych supported this idea  ·  Apr 26, 2022

3. documents created via API to be visible in Panda doc custom lightning page.

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Halyna Dashkevych shared this idea  ·  Apr 26, 2022

4. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   442 votes

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   68 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, 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:

   • Currency formatting
   • Formulas
   • Rules
   • Lookup Tables

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

   Halyna Dashkevych supported this idea  ·  Apr 20, 2022

5. Content Library sorting

   40 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   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!

   Halyna Dashkevych supported this idea  ·  Apr 13, 2022