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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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239 results found

  1. 2 votes

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  2. Adding the 'Section Total excl. VAT' as a custom line to the section total of the quote builder (just like Subtotal, Total Quantity, etc.) will help to save valuable time when sending out quotes and proposals. It is import for the recipient to the that extra information the Section total.

    2 votes

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  3. Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.

    2 votes

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  4. Automatically add the PandaDoc URL to the HubSpot Deal Field

    2 votes

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  5. Use child company tokens when creating a document in the associated parent company

    2 votes

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  6. 2 votes

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  7. HubSpot template extension: ability to set Company and Contact objects as a 'source object'

    2 votes

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  8. 2 votes

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  9. Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.

    2 votes

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  10. The name of a template becomes the document name our customer sees, which is fine. What we'd love to see is an internal description of the template to make it clear to our sales teams which template they're selecting.

    For example, we have a variant with and without discount shown. If we set the template name to "without discount", the customer then sees this (or we have to delete every time) and that's not ideal.

    Something in the highlighted sections would be brill.

    2 votes

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  11. some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.

    2 votes

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  12. HubSpot - show total ARR at the bottom of the pricing table

    2 votes

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  13. Prevent users from editing the document when they are creating it via HubSpot.

    2 votes

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  14. 2 or more tokens in 1 fillable field for merge field section

    2 votes

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  15. 2 votes

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  16. 2 votes

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  17. 2 votes

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  18. Away to display UNIX data formats on PandaDoc as a date

    2 votes

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  19. The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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  20. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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