Settings and activity

14 results found

1. Document Selection in PandaDoc Based on Certain Fields.

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Garrett Steagall supported this idea  ·  Dec 23, 2024

2. Select a template automatically salesforce

   15 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Garrett Steagall supported this idea  ·  Dec 23, 2024

3. Add an empty value to the content placeholder

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Garrett Steagall supported this idea  ·  Dec 23, 2024

4. Auto complete documents

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Garrett Steagall shared this idea  ·  Jul 2, 2024

5. Embed HTML into docs

   35 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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!

   Garrett Steagall supported this idea  ·  May 31, 2022

6. Set Variable formatting passed from CRM (commas in variables)

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   128 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

   Thanks for your suggestions – they're helping us make our platform better for everyone.

   Garrett Steagall supported this idea  ·  May 31, 2022

7. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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   59 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Garrett Steagall supported this idea  ·  May 31, 2022

8. Ability to allow replacing template variable with HTML snippet through API

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Garrett Steagall supported this idea  ·  May 31, 2022

9. ability to link a custom field in Salesforce to the grand total (document value)

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Garrett Steagall supported this idea  ·  May 4, 2022

10. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Garrett Steagall supported this idea  ·  May 4, 2022

11. To pull in a CRM field value as document value: populate Document Value from CRM integration

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Garrett Steagall supported this idea  ·  May 4, 2022

12. Automatically put the value from one pricing table in another pricing table

    22 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Garrett Steagall supported this idea  ·  May 4, 2022

13. Content Library sorting

    40 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) 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!

    Garrett Steagall supported this idea  ·  Feb 4, 2022

14. Centralized variable management

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Garrett Steagall supported this idea  ·  Oct 15, 2021