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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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16 results found

  1. In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    70 votes

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  2. 57 votes

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  3. 30 votes

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  4. Two-way sync of Doc Status and HubSpot Deal Stage

    20 votes

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    Beta  ·  2 comments  ·  API & Integrations  ·  Admin →
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  5. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    18 votes

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    Beta  ·  0 comments  ·  API & Integrations  ·  Admin →
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  6. 15 votes

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    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!

  7. When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    11 votes

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    Hello everyone!

    Please be informed that the formatting 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!

  8. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    10 votes

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  9. To have the ability to save documents in google drive from PandaDoc

    9 votes

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  10. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Hello everyone!

    Please be informed that the formatting 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!

  11. 3 votes

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    Hello everyone!

    Please be informed that the formatting 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!

  12. Update salesforce opp once the document is completed without Zapier.

    3 votes

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    Beta  ·  0 comments  ·  API & Integrations  ·  Admin →
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  13. 3 votes

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    Hello everyone!

    Please be informed that the formatting 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!

  14. 3 votes

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    Hello everyone!

    Please be informed that the formatting 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!

  15. 2 votes

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    Hello everyone!

    Please be informed that the formatting 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!

  16. 1 vote

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    Beta  ·  0 comments  ·  API & Integrations  ·  Admin →
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