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28 results found

  1. Pass files from SalesForce files to PandaDoc

    11 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joe commented  · 

    Or as inline document pages...
    Pandadoc, its been four years. Any news in this department?

    Joe supported this idea  · 

  2. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    17 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Joe supported this idea  · 

  3. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joe supported this idea  · 

  4. Salesforce: Rich text roadmap

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joe supported this idea  · 

  5. Set Variable formatting passed from CRM (commas in variables)

    128 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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.

    Joe supported this idea  · 

  6. Salesforce: Manually change document status within Salesforce

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joe supported this idea  · 

  7. Tokens cross-object population for Salesforce

    31 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joe supported this idea  · 

  8. Salesforce: dropdown field sync

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joe commented  · 

    Really needed feature!
    Same for checkboxes etc.

    Joe supported this idea  · 

  9. Greater or Less than logic in smart content

    23 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Joe supported this idea  · 

  10. multiple renewal reminders

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Joe supported this idea  · 

  11. Slack Channels - Receive Pandadoc Notifications.

    31 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (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!

    Joe supported this idea  · 

  12. Smart Content with "OR" conditional rule, when using variables

    35 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Joe supported this idea  · 

  13. Downloading attachments along with the document they are attached to

    198 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Joe supported this idea  · 

  14. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    66 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Joe supported this idea  · 

  15. Set a Saved Message on the template level

    48 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Joe supported this idea  · 

  16. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    337 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Joe supported this idea  · 

  17. Tokens/Variables in saved messages / email body or subject

    203 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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.

    Joe supported this idea  · 

  18. Conditional discount (amount)

    66 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Joe supported this idea  · 

  19. Default size and font for a field

    51 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (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!

    Joe supported this idea  · 

  20. Contract Lifecycle Management (CLM)

    72 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Joe supported this idea  · 
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