Settings and activity
17 results found
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1 vote
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8 votes
Fiona Maher supported this idea ·
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7 votes
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32 votes
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26 votes
Fiona Maher supported this idea ·
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27 votes
Fiona Maher supported this idea ·
An error occurred while saving the comment -
83 votes
Fiona Maher supported this idea ·
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183 votes
Fiona Maher supported this idea ·
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17 votes
Fiona Maher supported this idea ·
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84 votes
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7 votes
An error occurred while saving the comment Fiona Maher commented
Our branding colours mean we have white text in table headers. Every time I have to type in table headers - I can't see what I'm typing until after I click away from the cell. Very annoying.
Fiona Maher supported this idea ·
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27 votes
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245 votes
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585 votes
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17 votes
Fiona Maher supported this idea ·
An error occurred while saving the comment Fiona Maher commented
We are using PandaDoc to generate contracts from HubSpot deals. Even though there are contacts associated with the HubSpot deal - we have to manually type the contact details into PandaDoc when the document is first generated (a pop-up window requires the names & email addresses of the roles in the document - contacts associated with the deal do not populate this window). I don't understand what the benefit of an integration is if we have to manually type contact details for people that are required to sign a document?
The reason PandaDoc integrates with deals is so the deal line items populate the contract/document. I don't understand why contacts were not included as part of the integration. -
36 votes
An error occurred while saving the comment Fiona Maher commented
I understand not auto sending if an approval is rejected - but I don't see the benefit of of not auto sending after approval - unless the user does not want to email the client via PandaDoc - but as part of a separate email that includes links to other online forms (such as a HubSpot form etc).
Fiona Maher supported this idea ·
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234 votes
Fiona Maher supported this idea ·
We add our branding colours to our documents on the bullet points. Would like the ability to use a custom image as a bullet point.