Settings and activity
43 results found
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8 votes
Jeff Rizzo
supported this idea
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39 votes
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
Jeff Rizzo
supported this idea
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127 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
Jeff Rizzo
supported this idea
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6 votes
An error occurred while saving the comment Jeff Rizzo
supported this idea
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61 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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.
An error occurred while saving the comment Jeff Rizzo
commented
math in variables. if variable a = 2 - then variable b would automatically display a*2 for example
length of product is based on width.if width is 10 - then display the length as 20 (2 * 10)
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308 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jeff Rizzo
supported this idea
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334 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Jeff Rizzo
supported this idea
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1 voteJeff Rizzo
shared this idea
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16 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!
Jeff Rizzo
supported this idea
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18 votesJeff Rizzo
supported this idea
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5 votesJeff Rizzo
supported this idea
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Jeff Rizzo
shared this idea
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3 votesJeff Rizzo
supported this idea
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5 votesJeff Rizzo
supported this idea
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112 votes
Hi there. Thank you for submitting this idea! 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!
Jeff Rizzo
supported this idea
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20 votesJeff Rizzo
supported this idea
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jeff Rizzo
supported this idea
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3 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 follow the steps below:
- Add the Collect Files field to your form, then publish it.
- If your recipient is using a mobile device, they can take a photo and upload it to the Collect Files field.
Jeff Rizzo
supported this idea
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57 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Jeff Rizzo
supported this idea
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4 votesJeff Rizzo
supported this idea
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2 votesJeff Rizzo
supported this idea
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Two Options - (1) Smart Content Blocks natively allow you to insert an Attachment OR (2) Library Items - saved in the Content Library allow you to save Attachments inside - that is then inserted using Smart Content Block.