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18 results found

  1. Salesforce, link PandaDocs to a custom Salesforce object

    30 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joseph Tenney commented  · 

    This is important as we use the contract object to store signed documents not Opportunities.

    Joseph Tenney supported this idea  · 

  2. Document link to SalesForce Quote record

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joseph Tenney supported this idea  · 

  3. Make it possible to map PandaDoc document status to other Salesforce object status fields (rather than Opportunity)

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joseph Tenney supported this idea  · 

  4. Switch Workspaces in Salesforce

    34 votes

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

    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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    Joseph Tenney commented  · 

    Also would like to add, a way to pass a viable into the component to tell it which workspace its using. so for customers assigned to one account it would open to that work space, but for a customer assigned to another account it would open to that one.

    Joseph Tenney supported this idea  · 

  5. Make fields conditionally (non-) required if previous field is filled out.

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Joseph Tenney supported this idea  · 

  6. Document Opened Date System Variable: Autofill date field or variable with date recipient opens the document

    16 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Joseph Tenney supported this idea  · 

  7. Conditional fields for several recipients

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Joseph Tenney supported this idea  · 

  8. Allow fields to be pre-filled and not assigned

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Joseph Tenney supported this idea  · 

  9. API - add "Required" value for fillable fields in getting template details

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Joseph Tenney supported this idea  · 

  10. Prevent Fillable Fields from shifting

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Joseph Tenney supported this idea  · 

  11. Salesforce: assign recipients from look-up field to roles

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joseph Tenney supported this idea  · 

  12. Option to add multiple signature fields assigned to the list of recipients at once

    17 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Joseph Tenney supported this idea  · 

  13. Advanced formatting for the fillable text field: text formatting in fields

    63 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Joseph Tenney supported this idea  · 

  14. option to have a fillable field without any assigned recipients

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Joseph Tenney supported this idea  · 

  15. Map several fields from Salesforce with one field in PandaDoc

    1 vote

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joseph Tenney commented  · 

    To be more specific this is referring to Fillable fields that can be assigned out. it's currently possible to add multiple variables in a standard text field, but the fillable field only allows for one crm field to be entered in the merge field.

    Joseph Tenney supported this idea  · 

  16. Enable Smart Content from Fields as well as Variables

    91 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

    Joseph Tenney supported this idea  · 

  17. Set Variable formatting passed from CRM (commas in variables)

    127 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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.

    Joseph Tenney supported this idea  · 

  18. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    276 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Joseph Tenney commented  · 

    This is a must. we get around it now by adding +1 just before the @ symbol. but this sometimes causes spam filters to quarantine the message so it makes delivery unreliable.

    Joseph Tenney supported this idea  ·