Skip to content
← Have an idea? Share it!

Settings and activity

2 results found

  1. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Eric Lamb commented  · 

    Same concept but needed for Dynamics integration. Confusing how you have a dedicated "Suggested" templates section with no admin control. Literally suggesting templates our sales reps SHOULD NOT USE as we are simply testing.

    Eric Lamb supported this idea  · 

  2. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    114 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Eric Lamb commented  · 

    When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.

    In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past all the other fields, which is even a bigger deterrent to them providing the optional info that the first thing mentioned.

    Eric Lamb supported this idea  ·