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30 results found

  1. Salesforce: Manually change document status within Salesforce

    3 votes

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

  2. Tokens cross-object population for Salesforce

    27 votes

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

  3. Dropdown filled in from salesforce

    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  · 

  4. Smart content based on the products selected / used in the document

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    On roadmap  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that 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 an alert inside PandaDoc when it is live. Stay tuned!

    Joe supported this idea  · 

  5. Smart Content based on Pricing table values

    31 votes

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

  6. Greater or Less than logic in smart content

    19 votes

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

  7. multiple renewal reminders

    9 votes

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

  8. Slack Channels - Receive Pandadoc Notifications.

    24 votes

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

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

    26 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Joe supported this idea  · 

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

    161 votes

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

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

    61 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    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!

    Joe supported this idea  · 

  12. Set a Saved Message on the template level

    42 votes

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

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

    286 votes

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

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

    50 votes

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    9 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  · 

  15. Update salesforce opp once the document is completed

    6 votes

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    Early access  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joe supported this idea  · 

  16. Pull Salesforce line items in the same order they are in SF

    11 votes

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

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

    175 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. 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)

    63 votes

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    10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    On roadmap  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    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.

    Joe supported this idea  · 

  19. Redirect recipient to a custom URL upon completion

    444 votes

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    74 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there! Great news – the redirect after completion feature is now available for early access 🎉 

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process.

    If you're interested in enabling it for your use, feel free to message me back.

    Igor, Product team

    Joe supported this idea  · 

  20. Make the Finish button more clear

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Joe supported this idea  · 
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