Settings and activity

16 results found

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

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   Idea  ·  41 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Harj Gadhvi supported this idea  ·  Jan 16, 2023

2. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

   29 votes

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   Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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3. Ability to view the background image within the page properties.

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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4. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

   10 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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5. Ability to populate approver's name via variable.

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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6. Conditional approval workflow based on variables

   4 votes

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

   
   

7. Conditional Sender logic

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Blank pages if condition is not met for smart content

   2 votes

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

   
   

9. Smart content: rule 'contains' or 'does not contain'

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Smart content block next to another block

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Update variables in smart content

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Smart Content to work with uploaded pages

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Pipedrive. Ability to pull deal duration to pricing tables

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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14. CRM Product fields are passed over tokens/variables

    20 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Harj Gadhvi supported this idea  ·  Nov 30, 2021
    An error occurred while saving the comment
    Harj Gadhvi commented  ·  Nov 30, 2021  ·  Edit…  ·  Delete…

    Pipedrive Product Amount to be available as a variable/token to select for Pricing Table.

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    Harj Gadhvi commented  ·  Nov 30, 2021  ·  Edit…  ·  Delete…

    Ability to pass Products Duration field from Pipedrive into PandaDoc for pricing table calculations.

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15. Calculated Variables in Pricing tables

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    55 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Harj Gadhvi supported this idea  ·  Nov 30, 2021

16. Pricing Table calculations: Excel Formulas.

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    430 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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    Harj Gadhvi supported this idea  ·  Nov 30, 2021