Settings and activity
175 results found
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40 votes
Hi.Â
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!
AdminDaria Serebriakova (Admin, PandaDoc) supported this idea ·
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41 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…
An error occurred while saving the comment -
62 votes
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!
An error occurred while saving the comment Option to ustomize the window that shows up when a document is completed
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17 votes
An error occurred while saving the comment Pop up with the instruction how to fill the field
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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! -
10 votes
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114 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Option to print out the audit trail or add it to the signature certificate
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53 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 Option to translate document itself into different languages
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4 votes
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4 votes
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24 votes
An error occurred while saving the comment Or add an option to lock the document from the editing by document owner/admin
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13 votes
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28 votes
An error occurred while saving the comment Admin panel for admin with the possibility to see roles permissions, create custom roles, etc
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109 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment To show the subtotal of each section at the bottom of the table (where total, tax, etc is shown)
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12 votes
An error occurred while saving the comment Ability to copy all image library items from one workspace to another at once
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125 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Option to rotate a picture after it uploaded to the document
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42 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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24 votes
An error occurred while saving the comment Option to choose a Font size of the signature before you sign
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11 votes
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134 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment To add an option when the time stamp correlates with each client’s time zone
Automatically update currency in PandaDoc's pricing table with the currency from a Hubspot record