Settings and activity

30 results found

1. A report of all documents created in PandaDoc showing the associated Hubspot deal

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher supported this idea  ·  Oct 30, 2024

2. HubSpot: move deal to a new stage when a completed document is attached to the deal

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher shared this idea  ·  Jun 21, 2024

3. Automations: attach PDF to HubSpot Contact and Company object

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Fiona Maher supported this idea  ·  Jun 21, 2024

4. HubSpot product description to be pulled into PandaDoc in a bulleted list

   13 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher supported this idea  ·  Jun 21, 2024

5. Use Ticket object to create docs from Hubspot

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   17 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Fiona Maher supported this idea  ·  Jun 21, 2024

6. pass line items formatting from hubspot

   22 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Fiona Maher supported this idea  ·  Jun 21, 2024

7. Move "Create Document" button in Hubspot Above the document list.

   20 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher supported this idea  ·  Jun 21, 2024

8. Sync products from HubSpot Products and Quotes with PandaDoc catalog

   33 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher supported this idea  ·  Jun 21, 2024

9. Pricing table: set 'Name' field to be bold when products are populated from the CRM

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   0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Fiona Maher shared this idea  ·  Jun 21, 2024

10. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    323 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    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  ·  Jun 21, 2024

11. Walkthrough Arrow for Pricing Table Line Items

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. Reporting: show the signature date of each recipient

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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13. Auto-fill sender's signature once the document is signed by the client

    44 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. [Payments] Australia Stripe BECS

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Fiona Maher supported this idea  ·  May 5, 2024

15. Stripe: send invoice after payment was made

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Fiona Maher supported this idea  ·  May 5, 2024

16. Products in different languages and currencies with the same SKU in Catalog

    27 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Fiona Maher commented  ·  Nov 29, 2023  ·  Edit…  ·  Delete…

    Ability to store pricing in multiple currencies against a single product in the catalogue.

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    Fiona Maher supported this idea  ·  Nov 29, 2023

17. [Bulk Action] Update multiple catalog items (duplicate, rename, tags)

    38 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) 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!

    Fiona Maher supported this idea  ·  Nov 29, 2023

18. To have one product catalog that syncs with all of your workspaces and allows each product to be displayed in multiple currencies

    13 votes

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    3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    An error occurred while saving the comment
    Fiona Maher commented  ·  Nov 29, 2023  ·  Edit…  ·  Delete…

    We also have the same issue - although working with a single workspace. We need AUD, NZD, USD, GBP and EUR. I need to create the same item 5 times with 5 different currencies.

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    Fiona Maher supported this idea  ·  Nov 29, 2023

19. Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Fiona Maher supported this idea  ·  Feb 5, 2023

20. "awaiting your signature" in dashboard

    12 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Fiona Maher supported this idea  ·  Aug 18, 2022