Settings and activity
21 results found
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10 votes
An error occurred while saving the comment Madeline Kalfas supported this idea ·
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192 votes
We wanted to share an update regarding this 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.
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4 votes
Valeryia Baranava responded
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172 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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10 votes
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3 votes
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21 votes
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12 votes
Hi there – I'm happy to share that recipient groups can now be pre-assigned in templates. To learn more, please visit our Help Center.
An error occurred while saving the comment This would be very helpful! It would also be good to have recipient group templates so document creators could select a group instead of selecting the same users on different documents. For example, I would set up an SVP recipient group template with 5 users and then creators could select this group in a new document instead of creating the same group each time a document is created.
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9 votes
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81 votes
Hi,
Thank you for taking the time to leave your request. 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!
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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!
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22 votes
Hi,
Thank you for taking the time to leave your request. 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!
An error occurred while saving the comment This is very important for our team because sometimes Pricing Table variables in Salesforce are updated after the PandaDoc document is created. This limitation causes us to manually update fields in PandaDoc.
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34 votes
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!
An error occurred while saving the comment This would be very helpful! We are not able to set up our approval groups without the AND statement.
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19 votes
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14 votes
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12 votes
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43 votes
An error occurred while saving the comment This would be very nice to have based on variables from Salesforce. We would set up approval workflows based on Contract Amount field from the Opportunity.
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62 votes
We wanted to share an update regarding this 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.
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311 votes
Released to general availability
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10 votes
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, please check the link below:
This is very critical when there are bug fixes in upgrades. For example, there was a bug where completed pdf documents did not get attached to Salesforce objects (setting configured in PandaDoc Setup).