Settings and activity
11 results found
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16 votes
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22 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
An error occurred while saving the comment Jeff Hamons supported this idea ·
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357 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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.
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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!
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Submitting proposals for five and six figure deals that are just plain text can make or break the usefulness of PD. It's simply not possible to impress potential clients with such a basic format. I've spent countless hours trying to make it look more professional, but it's difficult to fake without the proper tools.
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311 votes
Released to general availability
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444 votes
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
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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…
An error occurred while saving the comment I can't tell you how much time this would save me.... HOURS
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260 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
This is Moodle's number-one feature request! Changing products and prices is an ongoing process for our deals and this is a huge headache and causes errors!