394 results found
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Two way sync with HubSpot
Option for 2 way sync with HubSpot
17 votesWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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7 votes
test
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[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
22 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
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Sync field's values to HubSpot
The customer desires the capability to synchronize the field values from a completed document to HubSpot.
1 voteWe're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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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!
Redlining. -
9 votes
Hi there!
Great news – autofill with custom days (X days after the signing date) is now available for all plans! Dive into this feature by checking out our help center.
If you have any feedback, don't hesitate to reach out to me.
Best,
Igor | PandaDoc Product Team
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[Automations] Create line item in Hubspot once the document status changes
For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).
4 votesHi,
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!
Update, add, and remove line items in HubSpot whenever a document status changed
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Choose one ONE required item from all the optional items
We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table
4 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!
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change currency in the quote builder
change currency in the quote builder
24 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Quote Builder has the same layout as the pricing table
Qoute Builder has the same features like the pricing table
- Mutiple choice
- Optional editing [items/quantity]
- Will hide the non selected items
20 votesGreetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the Table layout you requested is available in the system. For more information, please click the link below. Have a marvelous day!
https://support.pandadoc.com/hc/en-us/articles/16969396083607-Quote-builder-block-Design-options
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Ability to set up an alternative line item description from HubSpot.
Ability to set up an alternative line item description from HubSpot.
1 voteHi,
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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[Greenhouse] Take Hiring manager contact information from the Offer object
Take Hiring manager contact information from the Offer object (for now only Candidate is available).
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now map the Hiring Manager and Recruiter objects to the Roles in your templates.Click here to learn more: Connect the Recipient Roles
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Product update news letter
Customer would like to subscribe to news letter of any Product updates
1 voteHi,
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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Quote Builder - Multiple choice in Quote sections
Add the ability to enable a recipient to select just 1 option within multiple options within a quote section
7 votes -
HubSpot product text column to Pricing Table
Customer would like to pass product text column to PT from HubSpot
1 voteHi,
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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Bulgarian Recipient View
Bulgarian recipient view
1 voteHi,
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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SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
32 votesHi, 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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Add options to "you'll save" row in the Quote Builder
I would like to indicate for the recipient how much they will save per year or quarterly, not only per month
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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Update deal amount property in hubspot when quote builder is edited
Map any edits made within a quote builder back to hubspot, amount and cost monthly properties
2 votesHi,
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!
Update, add, and remove line items in HubSpot whenever a document status changed
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Delete the items associated with the category along with the category in the Catalog
Delete the items associated with the category alongs with the category in the Catalog
3 votes
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