Settings and activity

23 results found

1. Ability to pass info from Quotes in Salesforce to Pandadoc

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   0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk supported this idea  ·  Feb 23, 2023

2. Salesforce CPQ Integration

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   In development  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk supported this idea  ·  Feb 23, 2023

3. SMS Notifications: Send link by SMS text built into software

   73 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk supported this idea  ·  Feb 23, 2023

4. Import from CRM: Contact Object, Hubspot

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk supported this idea  ·  Dec 20, 2022

5. [HubSpot] Import from CRM: add new products to the pricing table after document creation

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk commented  ·  Dec 20, 2022  ·  Edit…  ·  Delete…

   Update products in a pricing table, once a document has been created, and products changed to others in a CRM.

   It currently updates only the changes made to the initially pulled product (qty, discount, price), but if we delete it in a CRM, and add a new one, the pricing table does not reflect the change.

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   Ekaterina Kuchuk supported this idea  ·  Dec 20, 2022

6. Pull updated pricing table details from Salesforce to PandaDoc

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk supported this idea  ·  Dec 19, 2022

7. Conditional Approval based on Line Item Type

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk supported this idea  ·  Dec 19, 2022

8. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

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   On roadmap  ·  55 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk supported this idea  ·  Nov 29, 2022

9. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

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   In development  ·  65 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Ekaterina Kuchuk supported this idea  ·  Nov 4, 2022

10. Schedule Sending documents

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Ekaterina Kuchuk supported this idea  ·  Sep 6, 2022

11. Redirect recipient to a custom URL upon completion

    270 votes

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    Idea  ·  36 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Ekaterina Kuchuk supported this idea  ·  Aug 12, 2022

12. Ability to change the date format for variables

    349 votes

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    On roadmap  ·  27 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Ekaterina Kuchuk supported this idea  ·  Aug 12, 2022

13. Pricing Table calculations: Excel Formulas.

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    468 votes

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    Idea  ·  44 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Ekaterina Kuchuk supported this idea  ·  Aug 12, 2022

14. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    194 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Ekaterina Kuchuk supported this idea  ·  Aug 12, 2022

15. More numbering options

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Ekaterina Kuchuk supported this idea  ·  Aug 12, 2022

16. Section auto numbering

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Ekaterina Kuchuk supported this idea  ·  Aug 12, 2022

17. Improve updating Auto-numbering of text

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Ekaterina Kuchuk supported this idea  ·  Aug 12, 2022

18. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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19. [Approvals]: Make approvers user based

    54 votes

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    Idea  ·  16 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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    Ekaterina Kuchuk commented  ·  Feb 4, 2022  ·  Edit…  ·  Delete…

    + got the same request to be able set-up an approval workflow for doc created by a specific users

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    Ekaterina Kuchuk supported this idea  ·  Feb 4, 2022

20. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    41 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Ekaterina Kuchuk supported this idea  ·  Dec 8, 2021