Settings and activity

7 results found

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

   34 votes

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   4 comments  ·  Ideas to Improve PandaDoc » API, Payments & 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

2. choose specific time of day for document expiration

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   96 votes

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   18 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminMolly Abrams (Admin, PandaDoc) responded

   Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
   
   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

   Reid Anderson supported this idea  ·  Apr 4, 2023

3. CFR-11

   106 votes

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

   Hi,
   
   This is a great suggestion and we have had other customers asking about this feature as well. We are looking into the possibility of developing it, but 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!

   Reid Anderson supported this idea  ·  Feb 1, 2023

4. Data Storage in Australia

   9 votes

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

   
   

   Reid Anderson supported this idea  ·  Nov 16, 2022

5. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

   221 votes

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   32 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com or your Customer Success Manager.

   Reid Anderson supported this idea  ·  Jul 20, 2022

6. Redirect recipient to a custom URL upon completion

   385 votes

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

   
   

   Reid Anderson supported this idea  ·  Jun 30, 2022

7. Edit uploaded PDFs: OCR

   235 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Early access  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com or just reply to this email.

   An error occurred while saving the comment
   Reid Anderson commented  ·  Feb 11, 2020  ·  Edit…  ·  Delete…

   OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

   Save Submitting...