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  1. 137 votes

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    Hi,

    Thank you for taking the time to leave your request. Great news! Most of the PandaDoc for Salesforce functionalities you asked for here have already been released or are in the roadmap. 

    Learn more about these recently released functionalities by clicking on the links below:

    We have more planned for the coming quarters so stay tuned!

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    Tate Davis commented  · 

    Enable one-source of truth in Salesforce

  2. 17 votes

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    Tate Davis shared this idea  · 
  3. 74 votes

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    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. 

    To export your contacts list from your PandaDoc account, please reach out to our Support Team (support@pandadoc.com). 

    We hope this can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Tate Davis supported this idea  · 
  4. 4 votes

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    Tate Davis shared this idea  · 
  5. 411 votes

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    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    Tate Davis commented  · 

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount. Choose the number of decimals shown to the viewer.

    Tate Davis shared this idea  · 
  6. 427 votes

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    Hi there 👋

    I'm Igor from the PandaDoc product team.

    Quick update: the ability to redirect to a custom URL upon completion is currently in development and is expected to be available for early access this quarter. 

    If this is a feature you're interested in, please reply to this message and briefly describe your use case. This will help us ensure that it aligns perfectly with your needs.

    Thank you!

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    Tate Davis commented  · 

    Redirect URL after document is finalized ( set per template or document via API )

  7. 6 votes

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    Tate Davis commented  · 

    The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    Tate Davis shared this idea  · 
  8. 579 votes

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    Tate Davis commented  · 

    Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    Tate Davis shared this idea  ·