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  1. Tokens/Variables in saved messages / email body or subject

    153 votes

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    On roadmap  ·  27 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminJackie Blum (Admin, PandaDoc) supported this idea  · 

  2. Salesforce true 2 way sync

    132 votes

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    25 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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. 

    Learn more about these recently released functionalities by clicking on the links below:

    We have more planned for the coming quarters so stay tuned!

    An error occurred while saving the comment
    AdminJackie Blum (Admin, PandaDoc) commented  · 

    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.

    AdminJackie Blum (Admin, PandaDoc) supported this idea  · 

  3. Add eyedropper to color picker for selecting font and background colors from logos and images

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJackie Blum (Admin, PandaDoc) supported this idea  · 
    AdminJackie Blum (Admin, PandaDoc) shared this idea  · 

  4. Specify days and time of auto-reminders

    39 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  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!

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    AdminJackie Blum (Admin, PandaDoc) commented  · 

    Would like more options for frequency of auto-reminders, not just 3 days or 7 days