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15 results found

  1. Ability to Set variable/token type to currency

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Beta  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

    Richard Volpe supported this idea  · 

  2. [Salesforce] Pull data in different formats

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Beta  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hello everyone


    Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.


    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.


    Thanks!

    An error occurred while saving the comment
    Richard Volpe commented  · 

    Hi, will this work between Hubspot and Pandadoc? If so, I'd like to have this enabled on our account please.

    Richard Volpe supported this idea  · 

  3. The option to add completed documents as attachments in Hubspot (like in SF).

    21 votes

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    Beta  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Richard Volpe supported this idea  · 

  4. Auto assign roles with Field Tag Recognition

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Richard Volpe shared this idea  · 

  5. Set client's default email subject (automatic subject)

    68 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Richard Volpe supported this idea  · 

  6. Tokens/Variables in saved messages / email body or subject

    124 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Richard Volpe supported this idea  · 

  7. Set Variable formatting passed from CRM (commas in variables)

    92 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Richard Volpe supported this idea  · 

  8. Pricing Table calculations: Excel Formulas.

    468 votes

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    Idea  ·  44 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Richard Volpe supported this idea  · 

  9. Conditional Logic set up in Pricing tables

    156 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Richard Volpe supported this idea  · 

  10. More numbering options

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Richard Volpe supported this idea  · 
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    Richard Volpe commented  · 

    Need to have lowercase roman numerals as a numbering option. Strangely this is provided in the auto-numbering for design styles (e.g. Heading 1, 2, etc) but not provided as an option in the regular editor. Must be an oversight??

  11. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    194 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Richard Volpe supported this idea  · 

  12. [Bulk actions] Ability multiselect for blocks and fields (for copy-paste)

    239 votes

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    In development  ·  17 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Richard Volpe supported this idea  · 

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

    513 votes

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    On roadmap  ·  55 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  14. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    642 votes

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    In development  ·  65 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Richard Volpe commented  · 

    After the signature itself, this is the next most important input for a legal document. We are looking to replace Docusign with Pandadoc, but without this seemingly basic feature, it is difficult to make the change to Pandadoc.

  15. Ability to change the date format for variables

    349 votes

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    On roadmap  ·  27 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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