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  1. Date field MM/YY - Month/Year formatting option

    18 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  2. Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

    An error occurred while saving the comment
    Benedikt Ruf commented  · 

    Trigger: Pandadoc document completed
    Action: Attach PDF to deal page in documents section (mapped via deal.id)
    (Action 2: Add automatically a note on Zendesk deal page about the action made "Name.Document attached")

    Benedikt Ruf supported this idea  · 

  3. Link documents from PandaDoc to Zendesk Sell

    19 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

    An error occurred while saving the comment
    Benedikt Ruf commented  · 

    Concretely speaking, and massively helpful "Attach PDF to deal in Zendesk when Pandadoc document has been completed." Could you make this possible in Automations? Or via the Zendesk Sell integration?

    Benedikt Ruf supported this idea  · 

  4. [Zendesk sell] sync pandadoc and zendesk sell contacts

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

    Benedikt Ruf supported this idea  ·