Settings and activity
10 results found
-
140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
-
122 votes
The feature allowing to change the color of fillable fields is available within the system. Please see the link for more information: https://share.getcloudapp.com/xQuqkj1R
Have a wonderful day!
-
169 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
-
191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
-
190 votes
-
379 votes
Hi there 👋
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
-
677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
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.
-
559 votes
Hi there 👋
I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.
Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.
To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.
For more information, please visit our Help Center.
If you have any feedback or suggestions…
-
666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
-
347 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment 
Francesca White
supported this idea
·
Add the ability for Pandadoc to check the spelling in the document - similar to how word doc does