Settings and activity
20 results found
-
207 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
102 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Laura Carr Cole supported this idea ·
-
5 votes
Valeryia Baranava responded
An error occurred while saving the comment This is SO needed. Even if it was an error that the size upload has exceeded the size limits. Could also offer the option like in Hubspot and Wordpress where you can resize right there in the upload process.
-
67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
38 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 This was something we really wanted to be able to do ourselves. We had hoped we could edit the email button to say download document but that doesn't seem to be the case. It would need the download action as well.
-
14 votes
An error occurred while saving the comment This is really needed. We want to even be able to add an icon or something showing that the download is secure.
-
5 votes
-
34 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! -
45 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!
-
20 votes
-
34 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
3 votes
-
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!
-
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…
-
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!
-
67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
23 votes
-
231 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
-
53 votes
The status of this suggestion is currently unchanged. Please check back for updates.
-
71 votes
The status of this suggestion is currently unchanged. Please check back for updates.
This is a really big issue for us and it seems to be such a standard piece of the email process.