3784 results found
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Set HubSpot property value based on selection in PandaDoc document
In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".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 Deal properties in HubSpot whenever a document's status changes
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Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
10 votes -
Option to disable the document forwarded notification for the Sender
Option to disable the document forwarded notification for the Sender.
Settings > Notifications does not have a way to enable or disable this notification.4 votes -
Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
3 votes -
Add custom roles in all workspaces at once or in bulk
I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)
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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8 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!
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Indicator that a document is already being reviewed by somebody in an Approver Group (i.e. to eliminate duplicate work)
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
3 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
22 votes -
Approval workflow in order
Customer would like to set an approver workflow in order
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!
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margins - entire page or document/template
margins - option to apply margins across entire page or document/template
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
13 votes -
Zoho trigger status for expired documents
Currently, if I set up a Zoho CRM automation so that when the contract is completed or declined, it changes the Deal status in Zoho CRM. LOVE IT! Huge fan! Is it possible to add a similar function to when the document expires? Currently the only two options are "Completed" or "Declined" on the Pandadoc side of the integration? Thank you!
2 votes -
Keep the formatting when importing Google Doc
Keep the formatting when importing Google Doc
6 votes -
2 votes
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Zapier action - create a document in PandaDoc via PDF upload
create a document in PandaDoc via PDF upload
3 votes -
SharePoint integration include Teams not just Sites
As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites
3 votes -
Pull currency symbol into the text column from CRM to PandaDoc
Option to pull value with currency symbol from CRM into the text column in the pricing table (so the value is not calculated)
2 votes -
change the HubSpot deal status when the document is approved
change the HubSpot deal status when the document is approved
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!
Change HubSpot deal stage whenever a document’s status is updated
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Image autofills the block rather than expand
Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.
We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.
2 votes -
Use role variables to auto-populate information on the document but exclude the recipient from the document
I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
