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6 results found

  1. Update Hubspot Property with Document Sequence number when completed

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  2. Notifications for non-document participants (non senders)

    87 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Tom Sedgwick from Solaray Energy commented  · 

    Hopefully, by being the 45th person to request this since 2020, it becomes a feature.

    Tom Sedgwick from Solaray Energy supported this idea  · 

  3. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    57 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  4. choose specific time of day for document expiration

    110 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Tom Sedgwick from Solaray Energy commented  · 

    It just doesn't work for us having documents expire at random times during the day. Templates need to be able to be set to expire at a certain date and time according to the correct time zone.

    Tom Sedgwick from Solaray Energy supported this idea  · 

  5. Pricing Table (Quote Builder): Input negative quantity / value.

    45 votes

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    10 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, 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 in Quote Builder. For more information about Quote Builder, please check our Help Center:

    https://support.pandadoc.com/en/collections/10117457-quote-builder

  6. See how long people spend looking at each page of a template, at the template level

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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