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  1. 102 votes

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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  2. 2 votes

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    AdminVera Andreeva (Admin, PandaDoc) shared this idea  · 
  3. 153 votes

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    Not planned  ·  Molly Abrams 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!

    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  4. 9 votes

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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  5. 6 votes

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    An error occurred while saving the comment
    AdminVera Andreeva (Admin, PandaDoc) commented  · 

    Forms info transfer into a contract
    Looking for data to pull into the Form (such as automated variables to match in contract)

  6. 604 votes

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    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  7. 65 votes

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    AdminVera Andreeva (Admin, PandaDoc) commented  · 

    approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients

  8. 67 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!

    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  9. 38 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!

    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  10. 95 votes

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    Not planned  ·  Molly Abrams 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!

    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  11. 41 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…

    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  12. 56 votes

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    Hi there! 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!

    AdminVera Andreeva (Admin, PandaDoc) supported this idea  · 
  13. 109 votes

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  14. 47 votes

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    AdminVera Andreeva (Admin, PandaDoc) commented  · 

    need to be able to put one and the same email to the signing order twice. This feature is most important. The President needs to review/approve and sign out a field with initials prior to final signature.