Settings and activity
35 results found
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7 votes
Fiona Maher
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6 votes
Valeryia Baranava responded
Fiona Maher
supported this idea
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2 votes
An error occurred while saving the comment Fiona Maher
supported this idea
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2 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!
Fiona Maher
supported this idea
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An error occurred while saving the comment Fiona Maher
commented
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. -
2 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!
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6 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
supported this idea
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62 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
Fiona Maher
supported this idea
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3 votesFiona Maher
supported this idea
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2 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 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
shared this idea
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13 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 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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21 votesFiona Maher
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48 votesFiona Maher
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5 votesFiona Maher
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8 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
supported this idea
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13 votes
Lindsey Schocke responded
Fiona Maher
supported this idea
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23 votesFiona Maher
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26 votesFiona Maher
supported this idea
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1 vote
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
shared this idea
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355 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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2 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!
Considering there is no support for multiple currencies against a single product, adding a new product to the catalogue means I have to export the entire catalogue - not just the new products I have added to the catalogue.