Settings and activity
28 results found
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112 votes
Hi there! Thank you so much for your idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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72 votes
Hi there! Thank you so much for submitting an idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
An error occurred while saving the comment Laura Carr Cole supported this idea ·
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6 votes
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2 votes
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.
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52 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:
- You can use Conditional Content to pass images as variables. Please see more here.
- Passing images is also available via Pricing table or Quote Builder. Check this link for more info.
If you need help with the set up, please feel free to reach out to our Support team for assistance!
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.
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1 vote
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25 votes
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.
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10 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.
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4 votes
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3 votes
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27 votes
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19 votes
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7 votes
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13 votes
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24 votes
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1 vote
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47 votes
Hi there! Thank you so much for submitting your idea – this is a great suggestion and we have had other customers asking about this feature as well. We're currently looking into the possibility of developing it. We'll share another update soon! Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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127 votes
Hi,
Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap.
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products 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
We have more planned for the coming quarters so stay tuned!
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23 votes
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36 votes
This is a really big issue for us and it seems to be such a standard piece of the email process.