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36 results found

  1. Pass files from SalesForce files to PandaDoc

    12 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    An error occurred while saving the comment
    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 →
    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

    67 votes

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

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

    132 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    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  · 

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

    355 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Joe supported this idea  · 

  6. Salesforce: Manually change document status within Salesforce

    7 votes

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

  7. SMS Notifications: Send link by SMS text built into software

    106 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Joe commented  · 

    ill be more than happy to test!

    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 » Quote Builder & Pricing table  ·  Admin →
    Released  ·  Katie Hudson responded

    Hi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view. 

    For more information, please review our Smart Content Help Center Article.

    Joe supported this idea  · 

  9. Smart Content based on Pricing table values

    32 votes

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

  10. Greater or Less than logic in smart content

    26 votes

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

  11. multiple renewal reminders

    12 votes

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

  12. Slack Channels - Receive Pandadoc Notifications.

    35 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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. [Import from CRM][Salesforce] Update pricing table

    22 votes

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

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

    37 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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. Downloading attachments along with the document they are attached to

    227 votes

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    44 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Joe supported this idea  · 

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

    67 votes

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

  17. Set a Saved Message on the template level

    53 votes

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

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

    357 votes

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

  19. Update salesforce opp once the document is completed

    6 votes

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

  20. Datacenter / storage in EU

    52 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please reach out to our Support Team.

    Joe supported this idea  · 
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