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8 results found

  1. Set max number of items in Volume-based Pricing

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.

    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.

  2. Sync Pricing Table with Hubspot Deal Amount

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  3. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  4. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Nancy Rana commented  · 

    Quick question here. Can we have date picker field type custom property in the products, that when updated on the PandaDoc can be passed to HubSpot in our preferred format (mine is MM/DD/YYYY) ??
    If yes, please let me know. If not, then I would like this use case of mine to be considered for product updates idea requests.

    Nancy Rana supported this idea  · 

  5. Lock fields position on a template/document

    59 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Nancy Rana supported this idea  · 

  6. Categorize / Group PandaDoc contacts

    35 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Nancy Rana commented  · 

    It's definitely needed. In order to be able to differentiate between User's data/clients/ partners/vendors/candidates, etc.

    Nancy Rana supported this idea  · 

  7. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  8. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    87 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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