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369 results found
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66 votes
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
Anonymous supported this idea ·
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4 votes
Anonymous supported this idea ·
An error occurred while saving the comment -
1 vote
Anonymous shared this idea ·
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4 votes
An error occurred while saving the comment Anonymous commented
auto set a date field 30 days from sending date
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6 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!An error occurred while saving the comment Anonymous commented
Use the data from a response to a form to automatically fill out a template
Anonymous supported this idea ·
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4 votes
Anonymous shared this idea ·
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21 votes
Anonymous supported this idea ·
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13 votes
An error occurred while saving the comment Anonymous commented
Hide custom fields from recipients
Anonymous supported this idea ·
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18 votes
Anonymous supported this idea ·
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3 votes
Anonymous shared this idea ·
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16 votes
Hi Pandas,
I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.
We're aware of some existing limitations and are currently developing solutions to address these issues.
Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?
https://calendar.app.google/pHa6Xud82oexdoyv6
During our discussion, we can explore these proposed solutions and gather your feedback.
Looking forward to your input and working together to enhance your experience with our integration.
Thanks, Alex.
Anonymous supported this idea ·
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3 votes
Anonymous supported this idea ·
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18 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!
Anonymous supported this idea ·
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43 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!
Anonymous supported this idea ·
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13 votes
Anonymous supported this idea ·
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25 votes
Anonymous supported this idea ·
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64 votes
Hi there! 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!Anonymous supported this idea ·
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2 votes
Anonymous shared this idea ·
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92 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Anonymous supported this idea ·
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34 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
An error occurred while saving the comment Anonymous commented
the ability from an existing document to duplicate the document to create an additional order form
an option to have the Document Statuses in the Home interface reordered, in way where they can place a document status where ever they wish. Like currently, the first document status by default is 'Drafts', they want 'Completed' placed first as the document status.