Settings and activity
21 results found
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62 votes
Hi,
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 An error occurred while saving the comment Rob Reynolds commented
@Victoria You stated this is available. However, what you shared ONLY works for "Opportunity Products", and that has existed for some time. We are asking for a sync back for fields on the opportunity itself. And by the comments here, folks are asking for updates to the OPPORTUNITY.
Can you please reopen this?
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40 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:An error occurred while saving the comment This is NOT resolved. Please reopen.
An error occurred while saving the comment Hi Daria,
So this exists for inputs, but the ask was for fields. Do you have a solution for "labels" that do not require input?An error occurred while saving the comment This might have been already created at https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45541294-ability-to-add-tooltips-on-fields-pop-up-note-ne
An error occurred while saving the comment Thanks for getting that added for me!!
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94 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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6 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!
An error occurred while saving the comment I think we wanted to update fields in the opp itself based on what we pass over. From your links, I don't see how your response fulfills this request @Daria.
An error occurred while saving the comment Can I please get in on this beta?
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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!
An error occurred while saving the comment @Jordan - That is Document.CreatedDate and it is a system variable. There is also Document.ExpirationDate, Document.SentDate, and a few others.
An error occurred while saving the comment If anyone from PandaDoc is actually listening, you might want to work on moving the status of this request or provide a response to why you have decided not to implement this feature. It's pretty important to a LOT of folks (over 450 votes). Given it was requested over 2 years ago, you might think it would have moved to "In development" by now.
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22 votes
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51 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!
An error occurred while saving the comment Note that signature forwarding doesn't even warn what it is going to do (reset the changes). That should be treated as a bug and fixed immediately to WARN the end user.
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188 votes
The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.
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6 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!
An error occurred while saving the comment This used to be here, it disappeared around November 2022
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273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment https://support.pandadoc.com/hc/en-us/community/posts/4403916038039-Sign-before-sending- is where this request came up.
An error occurred while saving the comment Also, the highlight here is "FORM" - documents already have this.
An error occurred while saving the comment Thank you for creating this for me.
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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!
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50 votes
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16 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!
An error occurred while saving the comment Any chance we could get this? It seems pretty easy to do since there is already an ability to set the maximum and zero or one is already the minimum (you are not able to go into lower, negative numbers).
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54 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment This would be very helpful for us
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68 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to the Support Team.
An error occurred while saving the comment Isn't this completed?
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103 votes
Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.
Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.
An error occurred while saving the comment To further clarify - there should be an option to have this be updated, perhaps on the row context menu. Sometimes we would not want it to automatically update.
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96 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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91 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:
If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.
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15 votes
Valeryia Baranava responded
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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Apologies, it does look like this is available.