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127 results found

  1. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    86 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    able to change the default title when newly created documents are triggered from Pipedrive.

    An error occurred while saving the comment
    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    able to change the default title when newly created documents are triggered from Pipedrive.

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  2. Replace unfilled variables with blanks when creating docs via Zapier

    25 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  3. CRM Product fields are passed over tokens/variables

    22 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  4. Tie Approvals to Content Library Items

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  5. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  6. A one-click sign all button

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  7. Flatten PDFs before the upload

    18 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    Came across support ticket
    it was pulling a text element from the uploaded PDF. Gave the customer an error that there
    was a text block and they were in eSign account.
    Resolution was to flatten using external tools.
    Please add this step to the upload process before uploading into PandaDoc to clean up

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
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