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34 results found

  1. Moving rows from one pricing table to another pricing table

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Ollie Stacey commented  · 

    We really need this! We quote options separately, and when we import the line items from HubSpot, they default to a single pricing table.

    Ollie Stacey supported this idea  · 

  2. Send completed docs to folders through variable token

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Ollie Stacey supported this idea  · 
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    Ollie Stacey commented  · 

    We'd love the ability to define where a document is stored based on variables within the document, including the ability to create a folder name for a specific variable.

    Example - we want to store our sent quotes by account name (pulled from our CRM). When sent, save the document to a folder named [deal.companyname]. If it finds a folder, drop it there. If it doesn't, create a new folder.

    The same could be true for different deal/opportunity owners, so quotations can be stored against the relevant account holder/deal owner.

  3. upload documents to specific Site on SharePoint

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

    1. Select Connect account during the Automations setup.
    2. In the Authorization window, scroll to Site name.
    3. Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
    4. Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
    Ollie Stacey shared this idea  · 

  4. Upload files from the document to SharePoint

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  5. Gridlines / Ruler

    25 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Ollie Stacey supported this idea  · 

  6. Add a description field to a template for internal visibility

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Ollie Stacey shared this idea  · 

  7. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    121 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Ollie Stacey supported this idea  · 

  8. HubSpot Access on Document upon Completion

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Ollie Stacey supported this idea  · 

  9. Ability to pull contact tokens from Hubspot deal

    48 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Ollie Stacey supported this idea  · 

  10. pass line items formatting from hubspot

    22 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Ollie Stacey supported this idea  · 

  11. Hubspot - set document value

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Ollie Stacey supported this idea  · 

  12. Hubspot workflow

    50 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On roadmap  ·  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:

    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.

    Ollie Stacey supported this idea  · 

  13. Ability to customize system variables like the document reference number

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Ollie Stacey supported this idea  · 

  14. HubSpot: keep product list order

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Ollie Stacey commented  · 

    Shouldn't be optional - it really needs to pull in the order from HubSpot by default!!!

    Ollie Stacey supported this idea  · 
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