Settings and activity

31 results found

1. 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

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

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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

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

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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

4. Use Ticket object to create docs from Hubspot

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   3 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

5. pass line items formatting from hubspot

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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

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

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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

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

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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

8. 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

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

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   17 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

10. Walkthrough Arrow for Pricing Table Line Items

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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11. Reporting shows signed date(s)

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

    40 votes

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

    
    

13. Push Additional Information into Stripe with Payment

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

14. [Payments] Australia Stripe BECS

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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 Invoice

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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

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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)

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    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

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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

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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