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31 results found

  1. 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  · 

  2. 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  · 

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

    112 votes

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    14 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  · 

  4. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    337 votes

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    45 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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.

    Joe supported this idea  · 

  5. 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  · 

  6. Tokens cross-object population for Salesforce

    28 votes

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

  7. 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  · 

  8. 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  · 

  9. 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  · 

  10. 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  · 

  11. 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  · 

  12. Slack Channels - Receive Pandadoc Notifications.

    26 votes

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

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

    28 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  14. Downloading attachments along with the document they are attached to

    163 votes

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

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

    62 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, 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  · 

  16. 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  · 

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

    293 votes

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

  18. 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  · 

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

    177 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  · 

  20. 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 (Technical Support Associate, 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  · 
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