Settings and activity
8 results found
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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
Alyssa Larson
supported this idea
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191 votes
with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
An error occurred while saving the comment An error occurred while saving the comment Alyssa Larson
commented
It would be nice to have the ability to remove the "Waiting on Payment" and "Paid" tiles on the dashboard, as our company does not use those in PandaDoc.
Alyssa Larson
supported this idea
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27 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25
Alyssa Larson
supported this idea
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An error occurred while saving the comment Alyssa Larson
commented
Ditto to what Halyna posted, PD quotes need to show variables exactly as they are in Salesforce with dollar sign, comma for thousands, period and then cents.
Example: $4,550.00 - not 4550 -
451 votes
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.
Alyssa Larson
supported this idea
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416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
Alyssa Larson
supported this idea
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11 votes
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 click the link below!
Alyssa Larson
supported this idea
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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…
Alyssa Larson
supported this idea
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Alyssa Larson
commented
Our team would definitely like the ability to customize the reminder message to include a bit more relevant information. We would also like the ability to change the frequency of reminders - every other week would be excellent as our proposals can at times be valid for 6 months. Therefore, every 3 days or every week is too often to be sending reminders to clients.
Alyssa Larson
supported this idea
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In addition, we need to be able to see ALL documents (all statuses and all time). This would make searching for a document easier if you don't know what status it is in.