Settings and activity
323 results found
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20 votes
Anonymous supported this idea ·
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31 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.
An error occurred while saving the comment -
3 votes
An error occurred while saving the comment We need to have SFDC opportunity linked to a document shown in PandaDoc CSV reporting
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13 votes
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53 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:
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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2 votes
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2 votes
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3 votes
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3 votes
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17 votes
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337 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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13 votes
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment We would like to export a pricing table/ quote builder as a CSV file
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50 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment I would like to add a letter+number numbered list. I.e, 11a, 11b, 11c
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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
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3 votes
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62 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! -
4 votes
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2 votes
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135 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:
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.
We don't need to pass the discount into a hidden column. When passing data from CRM we want to be able to pass the subtotal without discount even if we have it in a CRM