Settings and activity

6 results found

1. Custom Electronic Disclosure Message

   11 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

   AdminReid Anderson (Admin, PandaDoc) shared this idea  ·  Jan 16, 2024

2. 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 →
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   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

3. choose specific time of day for document expiration

   •  

   101 votes

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   20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

   AdminReid Anderson (Admin, PandaDoc) supported this idea  ·  Apr 4, 2023

4. CFR-11

   112 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. Good news! We will be working on FDA CFR Part 11 compliance soon. It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our Idea Portal, so stay tuned!

   AdminReid Anderson (Admin, PandaDoc) supported this idea  ·  Feb 1, 2023

5. Data Storage in Australia

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Localization  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminReid Anderson (Admin, PandaDoc) supported this idea  ·  Nov 16, 2022

6. Redirect recipient to a custom URL upon completion

   444 votes

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   74 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Early access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hey there! Great news – the redirect after completion feature is now available for early access 🎉 

   With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process.

   If you're interested in enabling it for your use, feel free to message me back.

   Igor, Product team

   AdminReid Anderson (Admin, PandaDoc) supported this idea  ·  Jun 30, 2022