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  1. Integrations | Using an alternative token in replacement when an original token's value is blank/unknown

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Lynyrd Salita shared this idea  · 

  2. Separate view for documents with comments (resolved and unresolved)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Lynyrd Salita supported this idea  · 

  3. Restrict sending document with unresolved comments

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Lynyrd Salita supported this idea  · 

  4. Grouped variables

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Lynyrd Salita commented  · 

    We need a type of variable that we could insert in our templates that could be updated without the need of manually doing it one by one. This applies to contact details and company info which is most likely constant across all documents. Just realized this when I need to update 50 templates just because of a recent address change.

    Lynyrd Salita supported this idea  · 

  5. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    39 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.