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  1. 137 votes

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    Hi,

    Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap. 

    Learn more about these recently released functionalities by clicking on the links below:

    We have more planned for the coming quarters so stay tuned!

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    Naomi Wolfe commented  · 

    Yes, we have optional items, and changing quantities, but we need that product data to pass back to Salesforce when the changes are made. I also don't understand why it suggests that there is two-way sync but I've never been able to get it to work at all.

    Naomi Wolfe supported this idea  · 
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    Naomi Wolfe commented  · 

    Are we sure this isn't available? This article suggests that it is:
    https://support.pandadoc.com/hc/en-us/articles/360022312373-Salesforce-sync-triggers#h_01F0VBM8DE95ZVJG6MJ5X6PTM2

    It states:

    Update Opportunity Products when PandaDoc pricing table is updated
    You can have Opportunity Products updated automatically when PandaDoc Pricing table in the document is changed.

    To enable this feature In Salesforce, click on the “+” at the top and then click “PandaDoc Setup'. Scroll down to “Document trigger settings”, enable “Update Opportunity products”.

    However I cannot get it to work. Anyone got thoughts on this?

  2. 62 votes

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    Naomi Wolfe supported this idea  · 
  3. 20 votes

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    Naomi Wolfe supported this idea  · 
  4. 106 votes

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    Naomi Wolfe supported this idea  · 
  5. 2 votes

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    Naomi Wolfe commented  · 

    It really undermines the value of a document numbering system if you cannot use the document number in any way other than it appearing on the document title. I would have thought this was critical to be able to export a list of documents with their sequence numbers.

  6. 17 votes

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    Naomi Wolfe supported this idea  · 
  7. 114 votes

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    Naomi Wolfe commented  · 

    Need to implement this. I wanted to rotate a diagram landscape and couldn't.

    Naomi Wolfe supported this idea  · 
  8. 313 votes

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    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.

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    Naomi Wolfe commented  · 

    We really need to be able to break/continue numbering across blocks and pages. It is very common for a document to have numbers and they shouldn't have to start at 1 each time (which kind of defeats the point of numbering things).

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  9. 6 votes

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    Naomi Wolfe commented  · 

    Also interested in this beta.

  10. 5 votes

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    Naomi Wolfe supported this idea  · 
  11. 20 votes

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    Naomi Wolfe commented  · 

    Yes, this is critical. I thought that I just couldn't find the functionality. It's very strange that pandadoc doesn't even seem to give you guidance on alignment like in Canva.

    Naomi Wolfe supported this idea  ·