Settings and activity

46 results found

1. Warning that text will be cut off in PDF

   13 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   Kayla Pina supported this idea  ·  Dec 8, 2023

2. wrap text and make text smaller when recipients add long responses to text fields

   18 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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, check the link below:

   Inline fields in PandaDoc

   Kayla Pina supported this idea  ·  Dec 8, 2023

3. Fields move automatically with text blocks: link fields to blocks

   139 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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!

   Inline fields in PandaDoc

   Kayla Pina supported this idea  ·  Dec 8, 2023

4. Use Multiple Currencies in a Pricing Table

   56 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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:

   • Formulas
   • Rules
   • Lookup Tables

   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.

5. Select a template automatically salesforce

   23 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Kayla Pina supported this idea  ·  Nov 17, 2023

6. Fields sync back to Salesforce

   62 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   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!

   Export PandaDoc field values to Salesforce

   Kayla Pina supported this idea  ·  Nov 17, 2023