Settings and activity

2 results found

1. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

   41 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Not planned  ·  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 the scenarios.

   To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps: 

   1. Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
   2. Create a document from HubSpot or link the already created document to a HubSpot deal.
   3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
   4. Under Document Data, click Import from CRM.
   5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

   More here.

   We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   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 the scenarios.

   To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps: 

   1. Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
   2. Create a document from HubSpot or link the already created document to a HubSpot deal.
   3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
   4. Under Document Data, click Import from CRM.
   5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

   More here.

   We hope… more

   Maddy Cordrey-Jones supported this idea  ·  Sep 28, 2022

2. Conditional Logic set up in Pricing tables

   211 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   12 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   
   Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

   Maddy Cordrey-Jones supported this idea  ·  Nov 11, 2021