Settings and activity
29 results found
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9 votes
An error occurred while saving the comment -
129 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
An error occurred while saving the comment Alvin Jorge PandaDoc commented
pass number/currency type format from HubSpot to PandaDoc. Currently, when you use number type with Currency formatting, the currency and decimal points is omitted.
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17 votes
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6 votes
An error occurred while saving the comment Remove the Next button navigator when signing the document
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66 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment [Hubspot] pull images/logo from Hubspot to PandaDoc
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99 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 Add whole document into another document instead of per pages
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55 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment change background color of the grey area. background outside of the document
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24 votes
An error occurred while saving the comment import fields from one template (uploaded pdf) to another. Like a content block that you can save in Content library. Ability to import the field to another template
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144 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!
An error occurred while saving the comment track down which fields have been filled out by the recipient.
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I am wanting to see how many items we are selling each month within a quote. For instance, we have quotes for machines, but within each machine quote there are optional accessories that the customer can purchase. I am wanting to know the amount sold for each accessory per month. I need this data to get a better idea of how many of each accessory to keep in stock. Please let me know if this is possible.