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Settings and activity

67 results found

  1. Auto-update the approval setting in documents created from this template

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Mike Turke supported this idea  · 

  2. Add AND conditional approval statements

    17 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Mike Turke supported this idea  · 

  3. Automatically change document status if opportunity is closed.

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke supported this idea  · 

  4. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    88 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Mike Turke supported this idea  · 

  5. create library items via api

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke shared this idea  · 

  6. Quickbooks ACH

    73 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke supported this idea  · 

  7. Pull PD analytics back to HubSpot

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke supported this idea  · 

  8. ability to pass more than one Salesforce related list into pricing table

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke shared this idea  · 

  9. Bulk Send from Salesforce

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke supported this idea  · 

  10. Salesforce true 2 way sync

    90 votes

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    Idea  ·  20 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke commented  · 

    update products in pandadoc document when theyre changed/updated in salesforce

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    Mike Turke commented  · 

    when an editable qty is not selected or set to 0 it should reflect as 0 qty in salesforce products

    Mike Turke supported this idea  · 

  11. Pricing table inherit Salesforce Euros formatting

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke shared this idea  · 

  12. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

    26 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke supported this idea  · 

  13. Variables contain formulas: variable calculations

    92 votes

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    Idea  ·  24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Mike Turke commented  · 

    Using a formula for date fields, specicially. Autofilling fields by date + N (days, months, etc.)

  14. Adding the recipient twice in the signing order.

    16 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Mike Turke commented  · 

    list recipient in signing order multiple times to sign before and after another recipients

  15. Card-Details field for Authorize.net

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke commented  · 

    EV2 Pull over all customer info (contact details) into Autorize.net

  16. Improve PDF Processing Errors

    8 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Mike Turke commented  · 

    descriptive error messages in API when pricing table fails to populate due to incorrect json. ideally something like "Cannot find pricing table with that name"

    use case: incorrect Pricing table name in the json so the service did not know where to put the data

  17. Payment reminders

    86 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Mike Turke commented  · 

    ev2- ability to send payment reminders

  18. Protected PDF's from API download

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Mike Turke commented  · 

    custom role to apply to API to restrict downloading of docs via API

  19. [Salesforce] Pull data in different formats

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Beta  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hello everyone


    Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.


    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.


    Thanks!

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    Mike Turke commented  · 

    ability to format Salesforce tokens

  20. Make the Finish button more clear

    30 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Mike Turke commented  · 

    the placement of the finish button seems to have been problematic for some of our signers. The feedback from others when we decided to work with Panda was pretty universally opposed to the placement but there were too many compensating positives to get too hung up about it.

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