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47 results found

  1. Ability to pull contact tokens from Hubspot deal

    62 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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!

    AdminYann Quere (Admin, PandaDoc) supported this idea  · 

  2. Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.

    48 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    AdminYann Quere (Admin, PandaDoc) supported this idea  · 

  3. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

    AdminYann Quere (Admin, PandaDoc) supported this idea  · 

  4. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

    123 votes

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    23 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.

    For more information, please click the link below!

    Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

    AdminYann Quere (Admin, PandaDoc) supported this idea  · 

  5. Ability to save smart content/smart content rules (Сontent library for Smart content)

    26 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    AdminYann Quere (Admin, PandaDoc) supported this idea  · 

  6. Spellchecker: Spell Check in App like Grammarly

    347 votes

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    42 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    AdminYann Quere (Admin, PandaDoc) supported this idea  · 

  7. Auto name Documents with tokens / Use variables in Document and Forms titles

    311 votes

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    53 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    AdminYann Quere (Admin, PandaDoc) supported this idea  · 
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    AdminYann Quere (Admin, PandaDoc) commented  · 

    vital - deal breaker for a client

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