Settings and activity
124 results found
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18 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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221 votes
Hi there!
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! Thank you!
AdminChristian Tobar (Admin, PandaDoc) supported this idea · -
45 votes
An error occurred while saving the comment An error occurred while saving the comment AdminChristian Tobar (Admin, PandaDoc) commentedUser would like to apply same workspace settings such as branding (Logo, Button Colors, etc.) to multiple workspaces.
AdminChristian Tobar (Admin, PandaDoc) supported this idea · -
31 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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9 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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59 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!AdminChristian Tobar (Admin, PandaDoc) supported this idea · -
41 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover the scenarios.
To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps:
- Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
- Create a document from HubSpot or link the already created document to a HubSpot deal.
- Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
- Under Document Data, click Import from CRM.
- The currency will be updated in the pricing table or quote builder and reflected in the document value.
We hope…
AdminChristian Tobar (Admin, PandaDoc) supported this idea · -
16 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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52 votes
Hi there! 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!AdminChristian Tobar (Admin, PandaDoc) supported this idea · -
21 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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3 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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28 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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27 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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62 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.AdminChristian Tobar (Admin, PandaDoc) supported this idea · -
40 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!AdminChristian Tobar (Admin, PandaDoc) supported this idea · -
13 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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11 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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78 votes
The status of this suggestion is currently unchanged. Please check back for updates.
AdminChristian Tobar (Admin, PandaDoc) supported this idea · -
5 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
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3 votesAdminChristian Tobar (Admin, PandaDoc) supported this idea ·
User would like to apply same workspace settings such as branding (Logo, Button Colors, etc.) to multiple workspaces.