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  1. Downloading attachments along with the document they are attached to

    161 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Amandine Legal supported this idea  · 

  2. Create a group of content added to one folder in the content library and select in to the Smart content

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Amandine Legal commented  · 

    the goal is to simply add one content to a folder. And then this content would appear in all templates that have selected this folder int their smart content section !!

    Amandine Legal supported this idea  · 

  3. add a signature date to the HubSpot deal once the document is signed via Automations

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Amandine Legal supported this idea  · 

  4. Conditional placeholder value based on CRM value

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Amandine Legal commented  · 

    TO give more context, this is a case study :

    We have a multiselector in our CRM, let's say you can pick : Brand 1 and Brand 2 in our multiple checkbox dropdown.
    We then retrieve the CRM property like this on Pandadoc : "Brand 1; Brand 2".

    As of today it seems that you only have the equal option in the IF section. In our dropdown list we have up to 30 options, so imagine the combinations..

    If the "if" only works as a EQUAL we can't work with conditional smart content otherwise we would need to create every single option like : "Brand 1; Brand 2"; "Brand 2; Brand 1"; "Brand30;Brand 1" etc...

    We definately need the "contain" feature ?

    Amandine Legal supported this idea  ·