Settings and activity
6 results found
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2 votes
An error occurred while saving the comment 
Jeffrey
supported this idea
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30 votes
An error occurred while saving the comment Jeffrey
commented
Ability to bulk send via integration with Zoho
Jeffrey
supported this idea
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17 votesJeffrey
supported this idea
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An error occurred while saving the comment Jeffrey
commented
Would be a plus if we could integrate our custom module in PandaDoc.
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16 votes
An error occurred while saving the comment Jeffrey
commented
I'm going to try to solve this using a webhook. I need the receiver link in Zoho to send it to the relevant customer.
It would be great if this were a standard feature in PandaDoc!
Jeffrey
supported this idea
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13 votes
An error occurred while saving the comment Jeffrey
commented
This is definitely a good optimization!
Because this isn't currently possible, I'm running out of fields in Zoho deals because I have to create an interim solution for PandaDoc to process the information. However, in Zoho, you want to maintain a user-friendly interface. In the short term, this even limits my ability to leverage other automation opportunities between PandaDoc and Zoho, which reduces my efficiency.
Jeffrey
supported this idea
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45 votes
We wanted to share an update regarding the 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.
An error occurred while saving the comment Jeffrey
commented
Too bad this is not on the roadmap! It's also remarkable that this isn't being addressed by a top-5 CRM provider, which, to my knowledge, is even larger than HubSpot. This means additional steps during proposal creation, while PandaDoc emphasizes ease of use and time savings in its communications.
Two things would be very important to us:
1) Automatically saving the recipient link in Zoho. We don't send these via PandaDoc because Zoho offers more options for follow-up. We also prefer to work from a single environment.
2) Status updates of the documents in Zoho. This also allows for better follow-up.This means we are currently exploring options with webhooks or an API, but we expect a standard solution would offer us more opportunities to get even more value out of our PandaDoc license!
Perhaps you could reconsider this decision?
Jeffrey
supported this idea
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To improve templates it is very usefull to gain insights as avarage time spend on a specific page. At the moment this is only visible on a document level. Despite the fact that this is very usefull for sales reps, this doesn't contribute to improving templates. You simply don'make changes based on a single event. This requires insights on template level in avarage figures over a specific period.
Can you support me on this?