Settings and activity

6 results found

1. Categorize / Group PandaDoc contacts

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   34 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   arthur.duarte supported this idea  ·  Jan 5, 2024

2. Two way sync with Pipedrive

   46 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

   
   

   Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

   
   

   Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

   
   

   Cheers, Alex.

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

   arthur.duarte supported this idea  ·  Jan 5, 2024

3. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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   443 votes

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   69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   • Currency formatting
   • Formulas
   • Rules
   • Lookup Tables

   We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   arthur.duarte supported this idea  ·  Jan 5, 2024

4. Duplicate document from inside of it

   34 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

   arthur.duarte supported this idea  ·  Jan 5, 2024

5. Integration capabilities with WhatsApp

   11 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   arthur.duarte commented  ·  Dec 27, 2023  ·  Edit…  ·  Delete…

   Important to have a better integration with OpenGraph.
   Define a custom image, title and description when sharing a link with someone.

   Valid for any type of link.

   Save Submitting...
   arthur.duarte supported this idea  ·  Dec 27, 2023

6. CPQ calculations: Excel Formulas.

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   670 votes

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   67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules
   • Formulas
   • Rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   arthur.duarte supported this idea  ·  Jan 5, 2024