Settings and activity

3 results found

1. Bulk Send from CRM

   30 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Roberto Bondavalli supported this idea  ·  Nov 1, 2022

2. Pull updated pricing table details from Salesforce to PandaDoc

   81 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   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!

   Update a document with field values from Salesforce

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   Roberto Bondavalli commented  ·  Aug 1, 2022  ·  Delete…

   Yes it could happen that you need modify opportunity product and you need to create another document.

   Save Submitting...
   Roberto Bondavalli supported this idea  ·  Aug 1, 2022

3. Conditional fields

   519 votes

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   45 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   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 "Conditional fields" has been released. Please see this link for more information: Conditional fields.

   Have a wonderful day! 

   Roberto Bondavalli supported this idea  ·  Aug 1, 2022