Settings and activity
8 results found
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127 votes
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.Â
Learn more about these recently released functionalities by clicking on the links below:
- Update Salesforce opportunity products 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
We have more planned for the coming quarters so stay tuned!
An error occurred while saving the comment -
15 votes
Tate Davis
shared this idea
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68 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.Â
To export your contacts list from your PandaDoc account, please reach out to our Support Team (support@pandadoc.com).Â
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
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4 votesTate Davis
shared this idea
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381 votes
Great news! We are happy to announce the upcoming Beta version of Currency Formatting. We'll keep you posted on the release updates. Meanwhile we'd like to invite you to test the Beta in the beginning of March. You can enroll to the Beta programm here: https://forms.gle/T3FwRNjLzvdHuHmg8
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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355 votes
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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5 votes
An error occurred while saving the comment 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
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538 votes
Hi,
Thank you so much for reaching out – that 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 youAn 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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Enable one-source of truth in Salesforce