Settings and activity

6 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

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   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#2

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

2. Conditional Logic set up in Pricing tables

   228 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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:

   • Quote Builder rules
   • Formulas
   • Rules
   • Lookup Tables

   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.

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

3. EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.

   145 votes

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   Released  ·  10 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Maddy Cordrey-Jones supported this idea  ·  Nov 11, 2021

4. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

   666 votes

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   72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

   Signature timestamp.

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

5. Ability to change the date format for variables

   416 votes

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   38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

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

6. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

   203 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

   We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

   An error occurred while saving the comment
   Maddy Cordrey-Jones commented  ·  Nov 11, 2021  ·  Delete…

   At the moment we have a duplication of work.

   We have to add the products to the pricing table in PandaDoc (because if we pull them through from HubSpot, the cost doesn't come through).

   And then next we have to add the same products as line items to the HubSpot deal, so we can report on the information.

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