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  1. Bundles API

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    Paige Price supported this idea  · 

  2. Download Chat / Private Message transcript

    9 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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    Paige Price commented  · 

    I wanted to ask a question. One of DocuSign’s functionality that isn’t yet integrated into PandaDoc is the ability to capture the chat comments and history onto the document so it can be exported or captured as one item.

    Could you verify if this is something that is in the works?

  3. [Salesforce] Pull data in different formats

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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    Beta  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hello everyone


    Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.


    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.


    Thanks!