Settings and activity

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1. CRM Product fields are passed over tokens/variables

   22 votes

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   Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Beau McCoy commented  ·  Oct 18, 2022  ·  Edit…  ·  Delete…

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

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   Beau McCoy supported this idea  ·  Oct 18, 2022

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

   66 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Beau McCoy supported this idea  ·  Oct 18, 2022
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   Beau McCoy commented  ·  Oct 18, 2022  ·  Edit…  ·  Delete…

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

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