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3 results found

  1. Pricing Table (Quote Builder): Input negative quantity / value.

    46 votes

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    Solution Exists  ·  10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Scott Haney commented  · 

    Please make this a priority it's very important we have this supported

    Scott Haney supported this idea  · 

  2. Watermarking

    77 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

  3. Fields sync back to Salesforce

    62 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Scott Haney supported this idea  · 
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    Scott Haney commented  · 

    Hi currently if a person inputs data on a field we may not have a value on that in salesforce, so in those cases we'd want to take what the client inputs.....ex: if they input the PO# or VAT# for invoicing we want that to map to the opportunity so this flows over to other systems for invoices.....otherwise we'd have to copy paste that info back to salesforce - so in a sense selective mapping so the data push from pandadoc > salesforce is one way or bi directional SFDC <> Pandadoc