Settings and activity
14 results found
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140 votes
Hi,
We have great news – the feature you requested to update Opportunity Products in Salesforce when a PandaDoc pricing table is updated is already available. We've also released more improvements and 2-way sync capabilities. Here are some of them:
- Update Salesforce opportunity status whenever a document’s status is updated
- Update Opportunity Products when PandaDoc pricing table or quote builder is updated
- Update a document with field values from Salesforce after the document has been created
- Control Update Opportunity Products trigger by status
- Export product updates from the Pricing Table and Quote Builder into opportunity products (standard and custom fields)
- Add and remove opportunity products based on their selection in the Pricing Table and Quote Builder, as well as when they are explicitly added or removed from the document.
- Export data from PandaDoc Merge Field to Salesforce object fields when a document changes status to Sent/Completed.
- improved the Import from…
An error occurred while saving the comment -
22 votes
Tate Davis
shared this idea
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91 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Tate Davis
supported this idea
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451 votes
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 namely:
We hope this release 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 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
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
An error occurred while saving the comment Tate Davis
commented
Redirect URL after document is finalized ( set per template or document via API )
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159 votes
Contract negotiation has been released: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation
An error occurred while saving the comment Tate Davis
commented
Add functionality to better track changes and show versioning differences for contracts
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153 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Tate Davis
commented
Status/list between sent & viewed. We have actions for "email opened" but can only see this on the doucment level. Knowing an email was opened and they choose not to open the doc could help sales reengage the prospect
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41 votes
Conditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
An error occurred while saving the comment Tate Davis
commented
Add conditions to the approval workflow. An example would if a signer is out of office, the appoval is routed to a different designate approver
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677 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 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
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111 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.
Have a wonderful day!
An error occurred while saving the comment Tate Davis
commented
Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.
Tate Davis
shared this idea
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121 votes
An error occurred while saving the comment Tate Davis
commented
Add images to the Pricing Table in a lot of ways: show pictures from the catalog items, upload custom images. Control the presentation of the image, so it appears as a small icon or a full-blown picture in a separate column.
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217 votes
An error occurred while saving the comment Tate Davis
commented
Include files into the package that goes along your document to share extra project-based information like T&C's, a PDF with a portfolio, or an Excel with detailed project cost calculation.
Collect files from the recipients as a part of the document signing process to make sure you don't miss critical info like W-9's, Bank Statements, or personal photos. -
29 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
An error occurred while saving the comment Tate Davis
commented
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.
Tate Davis
shared this idea
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24 votes
Text field validation feature is released: https://support.pandadoc.com/hc/en-us/articles/360061442194--Editor-2-0-Text-field-validation
An error occurred while saving the comment Tate Davis
commented
When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.
Tate Davis
shared this idea
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Enable one-source of truth in Salesforce