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69 results found

  1. Pass images from CRMs to documents using tokens/variables

    62 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Maxime Blaszka supported this idea  · 

  2. Ability to edit existing documents through HubSpot

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Maxime Blaszka supported this idea  · 

  3. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    56 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! 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!

    Maxime Blaszka supported this idea  · 

  4. CRM Product fields are passed over tokens/variables

    21 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Maxime Blaszka supported this idea  · 

  5. Hubspot workflow

    48 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Maxime Blaszka supported this idea  · 

  6. Pushing SKU from Hubspot to PandaDoc

    30 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Maxime Blaszka supported this idea  · 

  7. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover the scenarios.

    To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps: 

    1. Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
    2. Create a document from HubSpot or link the already created document to a HubSpot deal.
    3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
    4. Under Document Data, click Import from CRM.
    5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

    More here.

    We hope…

    Maxime Blaszka supported this idea  · 

  8. Set Variable formatting passed from CRM (commas in variables)

    112 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Maxime Blaszka supported this idea  · 

  9. Add a dynamic date field to put on templates

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Maxime Blaszka supported this idea  · 
    Maxime Blaszka shared this idea  · 
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