Settings and activity
65 results found
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139 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment An error occurred while saving the comment AdminYana Martynenko (Admin, PandaDoc) commented
The possibility to import contacts custom fields.
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8 votes
Hi Pandas,
I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.
Here’s what we are building:
CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.
Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.
Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.
Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.
We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.
Timeline Preview: Expect to see these functionalities rolled out in Q2.…
An error occurred while saving the comment Changes in Pipeline for Pipedrive using native integration (no zapier).
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249 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to create contract custom Follow Up emails.
An error occurred while saving the comment Change the background on our emails from Panda.
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178 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
An error occurred while saving the comment Specific restrictions for custom roles (for specific folders / documents / etc).
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58 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 Change the approver's workflow on all the templates if changed on one.
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54 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 The option to see the last time the team member logged in.
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138 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
An error occurred while saving the comment The option to send one document to multiple contacts so they won't see each other.
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9 votes
An error occurred while saving the comment Pass contacts from Pipedrive to PandaDoc.
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10 votes
An error occurred while saving the comment Enable back Send option in Ev2 (not only Finish).
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27 votes
An error occurred while saving the comment If a field is empty on copper, we should be able to push "empty" value inside PandaDoc instead of having the mapping value token written in yellow.
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276 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Option to edit uploaded PDF
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246 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment The option to move Sent documents with saving their status.
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276 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment The option to have 2 different names for 1 email (in 2 different workspaces).
An error occurred while saving the comment Save several signatures under one profile. Ability to add multiple signers to a role
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112 votes
Hi there. Thank you for submitting this idea! 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 The option that allow to add a link that redirect the client to another section of the document.
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25 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
An error occurred while saving the comment Integration with BankID
https://www.bankid.com/en/ -
20 votes
An error occurred while saving the comment Remove signer from the signing order.
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8 votes
An error occurred while saving the comment The error when the uploaded PDF via API fails.
For now it says document uploaded and that's it (status 201 but not all clients catch that this is not the created document).An error occurred while saving the comment The option for API returns number of page where validation failed and detailed explanation (field tags call).
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66 votes
We appreciate your patience and continued interest in this suggestion. While the status of this idea is unchanged, we're still keeping an eye on it and will share any changes as soon as we have news. Thank you for checking in!
An error occurred while saving the comment Send a document without assigning signature field.
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32 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 The option to show all the drop-down menu items in PDF downloaded.
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6 votes
An error occurred while saving the comment The option to sort the documents into folders automatically.
Situation: the client has 5 embedded templates and wants the documents come into different folders depending on the template used.
Mobile phone number variable (in addition to phone).