Settings and activity
69 results found
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46 votes
🎉 New Pipedrive Integration is Live!
We’ve just rolled out the updated PandaDoc integration for Pipedrive!
You’ll now see:
- A brand-new UI directly inside Pipedrive
- Support for CPQ
- Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)
If something doesn’t work right away:
Please disconnect and reconnect the integration to refresh everything:
- In PandaDoc, disconnect Pipedrive
- In Pipedrive, uninstall the PandaDoc app
- Reinstall it for all users and re-authenticate
Thanks for your patience and support — we’re excited for you to try it out! 🚀
AdminElly San Juan (Admin, PandaDoc) supported this idea ·
An error occurred while saving the comment -
9 votes
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8 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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150 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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192 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Working with numbered lists -
197 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! -
197 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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198 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! -
243 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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195 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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11 votes
Valeryia Baranava responded
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93 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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153 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
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261 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment This can only be done at the back end but would be great if clients can also do this on their account
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91 votes
Hi,
Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.
Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.
This automation is available for Business and Enterprise plans.
Learn how to setup this automation here.
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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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145 votes
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28 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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207 votes
The status of this suggestion is currently unchanged. Please check back for updates.
The scenario i am trying to achieve is as below : signer enters his company name in a document, and in pipedrive Deal.Organization.Name should populate