Settings and activity
4 results found
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
153 votesAdminJackie Blum (Admin, PandaDoc) supported this idea ·
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132 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 AdminJackie Blum (Admin, PandaDoc) supported this idea ·
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5 votes
AdminJackie Blum (Admin, PandaDoc) supported this idea ·
AdminJackie Blum (Admin, PandaDoc) shared this idea ·
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39 votes
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!An error occurred while saving the comment AdminJackie Blum (Admin, PandaDoc) commented
Would like more options for frequency of auto-reminders, not just 3 days or 7 days
We would love to be able to pull in information from a picklist in Salesforce into a PandaDoc and then validate/update the information on that picklist in the PandaDoc itself and have that update the picklist back in Salesforce. This is for our internal Customer Success use case and would be able to be used in a few different ways. One way is being able to validate the Teams using PandaDoc.