Settings and activity
14 results found
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101 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
AdminVera Andreeva (Admin, PandaDoc) supported this idea ·
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2 votes
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151 votes
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! -
9 votes
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6 votes
An error occurred while saving the comment -
593 votes
This suggestion's status is currently unchanged from when the previous comment was posted. Please check back for updates.
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65 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients
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65 votes
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! -
38 votes
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!
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94 votes
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! -
41 votes
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:
- 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.
- Create a document from HubSpot or link the already created document to a HubSpot deal.
- Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
- Under Document Data, click Import from CRM.
- The currency will be updated in the pricing table or quote builder and reflected in the document value.
We hope…
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54 votes
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! -
109 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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45 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment 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.
Forms info transfer into a contract
Looking for data to pull into the Form (such as automated variables to match in contract)