Settings and activity

3 results found

1. The option to add completed documents as attachments in Hubspot (like in SF).

   23 votes

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   Early access  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Marina Romanovich supported this idea  ·  March 09, 2021

2. Pass files from SalesForce files to PandaDoc

   7 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Delete…  ·  Admin →
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   Marina Romanovich commented  ·  October 28, 2020  ·  Edit…  ·  Delete…

   pass files to PandaDoc window from the Opportunity files section like in Conga

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   Marina Romanovich shared this idea  ·  April 23, 2020

3. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

   554 votes

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   58 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Early access  ·  AdminIgor Stefaniuk (Senior Product Manager, PandaDoc) responded

   Hi everyone – excited to share that Linked fields have reached the beta release. Please message me if you would like to get early access.

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   Marina Romanovich commented  ·  April 09, 2020  ·  Edit…  ·  Delete…

   the info that the client fills in into the fields on the first page to be populated into the tokens on the rest of the pages in the contract aka associate the field value with thу tokens and update the tokens in real-time based on the value in these fields

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