Settings and activity
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2 votes
Fiona Maher
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2 votes
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4 votes
An error occurred while saving the comment Fiona Maher
commented
We auto attach a copy of completed contracts to the deal in HubSpot. The automation is created based on the template. We have many, many contract templates to cater for special conditions, locations and products. I have to manually create an automation for each template - literally just selecting the status and the template name.
It would be much easier to manage if all templates could be selected on one automation.Fiona Maher
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58 votes
Hi,
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!
Fiona Maher
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2 votesFiona Maher
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1 vote
An error occurred while saving the comment Fiona Maher
commented
This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
We have a double work load with every sale due to this restriction.Fiona Maher
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13 votes
An error occurred while saving the comment Fiona Maher
commented
We have a major issue where the description field of the line item/product is displayed in both Sales Proposals (pseudo quote) and Contracts. We can only use deal line items to populate the contract because the line item description needs to meet legal criteria which we don't want to use in Sales Proposals.
As a result of needing to manually populate the pricing table in Proposals, we spend a lot of time updating the PandaDoc catalogue with changes to pricing. Updating pricing has become a cumbersome task of updating both HubSpot and PandaDoc doc.
I just want to be able to map a different text field to the description column. At the moment the description field in PandaDoc is hard wired to the description field in HubSpot.Fiona Maher
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19 votesFiona Maher
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20 votesFiona Maher
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33 votes
Hi,
Good news: we have already implemented this feature within External Automations (PandaDoc to external platforms recipes like CRMs, HR, and storage tools): This feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan. It's now ready for Early Access. If you'd like to test it, reach out to our support team and share this message with them.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
Fiona Maher
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44 votesFiona Maher
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4 votesFiona Maher
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7 votes
An error occurred while saving the comment Fiona Maher
commented
Ability to move deal to a new stage on pipeline when a copy of the completed document is attached to the deal by PandaDoc automation.
Fiona Maher
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11 votesFiona Maher
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14 votesFiona Maher
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18 votesFiona Maher
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24 votesFiona Maher
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20 votesFiona Maher
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1 voteFiona Maher
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337 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Fiona Maher
supported this idea
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Bulk upload of rules to pricing tables.
We have two pricing tables - one for once off costs, and one for ongoing costs. We map all our SKU codes from HubSpot products to the pricing tables. Often SKU codes are created in batches of 20, but we have to manually add each code individually as a single rule. Can we please have the ability to 'upload' rules to a pricing table to save so much work every time we release a new 'group' of products.