Settings and activity
37 results found
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106 votes
Hi,
Thank you for taking the time to leave your request. We have great news – SMS delivery is already available. For more information, please click the link below!
Send via Text (SMS)An error occurred while saving the comment 
Sofia Jorge
supported this idea
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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…
Sofia Jorge
supported this idea
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19 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!
Sofia Jorge
supported this idea
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61 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
Sofia Jorge
supported this idea
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6 votes
Lindsey Schocke responded
Sofia Jorge
supported this idea
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311 votes
Released to general availability
Sofia Jorge
supported this idea
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39 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
Sofia Jorge
supported this idea
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18 votes
An error occurred while saving the comment Sofia Jorge
commented
The customer updates their ERP contacts every two weeks, so there is always new contacts to upload, they don't want to have do update 1 at a time, and it doesn't make sense to ask support all the time to mass update their contacts.
Sofia Jorge
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…
Sofia Jorge
supported this idea
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227 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Sofia Jorge
supported this idea
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71 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Sofia Jorge
supported this idea
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192 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Sofia Jorge
supported this idea
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Sofia Jorge
supported this idea
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86 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Sofia Jorge
supported this idea
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194 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!Sofia Jorge
supported this idea
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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!
Sofia Jorge
supported this idea
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5 votes
Valeryia Baranava responded
Sofia Jorge
shared this idea
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Be able to send document solely using a Phone number s unique identifier, instead of the usual email