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Pandadoc

Discussion on Pandadoc, a  proposal generation tool with eSigning functionality that can manage the entire sales cycle.

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Apps and IntegrationsFeedback & SuggestionsPandadocImport/Export dataAPISales Documents / Smart DocsPB
Reinhard Puntigam
Posted 2 months ago

Documents and cloud services in PD

I have taken a deeper look at PD’s handling of cloud integration and documents and would like product managers and engineers have a deeper look at this issue. We all need to deliver lawful, sustainable, and user-friendly services. To meet these goals, some work seems necessary.

  1. By default, PD stores any documents created or uploaded to PD on its standard cloud services (I believe AWS). Documents can be accessed from the PD application. As of now (correct me if I am wrong), there is no automated document backup scenario that users can control. You can address documents’ hyperlinks via PD... (More)
3 replies
Thomas Møller JensenBernd Auer

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Feedback & SuggestionsPandadocSales Documents / Smart DocsPB
Justus Lubahn
Sales
Posted 2 months ago

Smart Docs - What's planned?

Hi Pipedrivers!

I was wondering, what the longterm plan for Smart Docs is - will we be able to set up text fields, or even Spreadsheets, that the customer has to fill out (i.e. like PandaDoc)? 
Only Text and Pipedrive fields is not enough to build an decent Document in many cases!

Thanks in advance.

@Inês Batata 

1 reply
Ksenia Chaynikova

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PandadocSeeking AdviceSales Documents / Smart Docs
Carla
Experto en Pipedrive - Fundador @ AGILIZA.
Posted 3 months ago

Persona + Participants fields on an automated document

Hi! I am trying to create a document from Pipedrive  deals. The challenge is that I need to use the Persona fields and the participants fields on that document. I have seen that with Smart Docs  I can only use the person fields.  Do you know if Panda Doc or any other Doc app can help me use Personas and Participants data fields? Thanks so much for your advice. 

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Apps and IntegrationsWorkflow AutomationTips & TricksPandadocZapierTrelloLeadsCommunity meetupProposals & contractsHelpWebinarsEventsLearning
Justus Lubahn
Sales
Posted 6 months ago

Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)

Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET!

Friday, every two weeks, we get together to improve our Pipedrive Skills!

For an invite, send an E-Mail to jeremy.gulley@strategtech.com or j.lubahn@the-platform-group.com.

Topics may include:

  • Caller/Phone Apps
  • Effective mass Emailing of Leads/Deals
  • Insights
  • Lead Gen Apps
  • More Automations!

It started with @Salahdin Mabtoul, Khalid Elamri, @Jeremy Gulley, @Suzanne Van de Ven and we are growing thanks to @Luke Martyn joining last time and hopefully, many more joining us over the next few meetings!

Again,... (More)

4 replies
Inés LíndezInês BatataSuzanne Van de Ven

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