Settings and activity
231 results found
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5 votes
AdminRachele Galang Ong (Admin, PandaDoc) supported this idea ·
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32 votes
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25 votes
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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…
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12 votes
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2 votes
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2 votes
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20 votes
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93 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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3 votes
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8 votes
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16 votes
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333 votes
Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.
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20 votes
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12 votes
"I would like to be able to customize the initial branding and button on the form pop up that a client sees. We want to use it to collect uploads, but it says "review document" and it is not in our branding colors like everything else. Can we customize this button?"