Settings and activity
226 results found
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63 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!An error occurred while saving the comment Thomas Hayes supported this idea ·
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40 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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7 votes
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35 votes
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:
- 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.
- Create a document from HubSpot or link the already created document to a HubSpot deal.
- Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
- Under Document Data, click Import from CRM.
- The currency will be updated in the pricing table or quote builder and reflected in the document value.
We hope…
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72 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!An error occurred while saving the comment When all fields are optional they are a hard to see grey. It would be nice if they were colored, even when all were set to optional
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
153 votes -
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44 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.Â
However, if you need the info regarding which template your document was created from, please feel free to reach out to our Support team!
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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20 votes
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12 votes
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5 votes
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1 vote
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3 votes
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35 votes
An error occurred while saving the comment A custom variable that can be filled by a recipient. As an example, you could create a variable for the name of a company, and the recipient wil be able to input their company name, and it will autopopulate the variable on the recipients end.
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22 votes
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9 votes
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100 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned! -
4 votes
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4 votes
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47 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! -
7 votes
An error occurred while saving the comment When you send the document to a recipient, and they invite someone to collaborate, you see the email addresses of the collaborators
A menu where you can change the status in the document, instead of going to the document view.