Settings and activity

3 results found

1. Pull updated pricing table details from Salesforce to PandaDoc

   81 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   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!

   Update a document with field values from Salesforce

   An error occurred while saving the comment
   Baskar N commented  ·  Mar 27, 2023  ·  Delete…

   Not having this feature is making our sales process slower as our sales people have to generate a new document every time there is an update to the pricing table

   Save Submitting...
   Baskar N supported this idea  ·  Mar 27, 2023

2. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

   227 votes

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   34 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.

   And hey, if you're on a Business plan and want to give it a try, simply reply to this message.

   Igor, Product Team

3. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

   666 votes

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   72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

   Signature timestamp.