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8 results found

  1. Categorize / Group PandaDoc contacts

    38 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    arthur.duarte supported this idea  · 

  2. Two way sync with Pipedrive

    46 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Alessio Ragni responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)

    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

    arthur.duarte supported this idea  · 

  3. Redirect recipient to a custom URL upon completion

    444 votes

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    75 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Great news – redirect after completion is now available for all business and enterprise customers 🎉

    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. To learn more, simply watch this video or visit our Help Center.

    We'd love your feedback!

    Igor, Product Team

    arthur.duarte 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.

    355 votes

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

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

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Solution Exists  ·  Valeryia Baranava 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:

    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  · 

  6. Duplicate document from inside of it

    34 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    arthur.duarte supported this idea  · 

  7. Integration capabilities with WhatsApp

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    An error occurred while saving the comment
    arthur.duarte commented  · 

    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.

    arthur.duarte supported this idea  · 

  8. CPQ calculations: Excel Formulas.

    677 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    arthur.duarte supported this idea  ·