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  1. 34 votes

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    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…

  2. 96 votes

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    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  · 
  3. 106 votes

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    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  · 
  4. 9 votes

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    Reid Anderson supported this idea  · 
  5. 221 votes

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    Reid Anderson supported this idea  · 
  6. 385 votes

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    Reid Anderson supported this idea  · 
  7. 235 votes

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    Reid Anderson commented  · 

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