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  1. 47 votes

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    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Thomas Hayes supported this idea  · 
  2. 8 votes

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    Thomas Hayes supported this idea  · 
  3. 41 votes

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    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…

    Thomas Hayes supported this idea  · 
  4. 84 votes

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    Thomas Hayes commented  · 

    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

    Thomas Hayes supported this idea  · 
  5. 174 votes

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    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Thomas Hayes supported this idea  · 
  6. 47 votes

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    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. 

    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!

    Thomas Hayes supported this idea  · 
  7. 21 votes

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    Thomas Hayes supported this idea  · 
  8. 12 votes

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    Thomas Hayes supported this idea  · 
  9. 5 votes

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    Thomas Hayes supported this idea  · 
  10. 1 vote

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    Thomas Hayes shared this idea  · 
  11. 4 votes

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    Thomas Hayes shared this idea  · 
  12. 38 votes

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    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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    Thomas Hayes commented  · 

    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.

    Thomas Hayes supported this idea  · 
  13. 26 votes

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    Thomas Hayes supported this idea  · 
  14. 9 votes

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    Thomas Hayes supported this idea  · 
  15. 107 votes

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    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.

    Thomas Hayes supported this idea  · 
  16. 4 votes

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    Thomas Hayes supported this idea  · 
  17. 4 votes

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    Thomas Hayes supported this idea  · 
  18. 51 votes

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    Not planned  ·  Molly Abrams responded

    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!

    Thomas Hayes supported this idea  · 
  19. 8 votes

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    Thomas Hayes commented  · 

    When you send the document to a recipient, and they invite someone to collaborate, you see the email addresses of the collaborators

    Thomas Hayes supported this idea  · 
  20. 2 votes

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    Thomas Hayes shared this idea  ·