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  1. CRM Product fields are passed over tokens/variables

    21 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Beau McCoy commented  · 

    This is critical! How can you build a proposal without line items! Please add this immediately!

    Beau McCoy supported this idea  · 

  2. Pass images from CRMs to documents using tokens/variables

    62 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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 those scenarios namely:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Beau McCoy supported this idea  · 
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    Beau McCoy commented  · 

    I need this to automate my workflow. It is just importing a PNG or JPG. This is critical!!