Settings and activity
14 results found
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3 votes
An error occurred while saving the comment Support HubDo supported this idea ·
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5 votes
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3 votes
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5 votes
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8 votes
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51 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment I love that automations are coming within PandaDoc (currently closed beta https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GHCSB8K0AA1YZ6RJCN2Y7X89) , but also want to see hooks within HubSpot workflows so that many other actions can be controlled within HubSpot workflows. The workflows have intelligence on contacts, company, deal and other Operations Hub actions.
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9 votes
An error occurred while saving the comment We struggle to manage user licenses for over 300 users spread across many different workspaces. Today the only way is to "scrape" the browser view of "Admin Panel Users" and Admin Panel Invites", then parse that information to attribute users and guests to license consumption. We no means to periodically poll and detect when a new user is added. We tried triggering based on the "new user" email notification, but that only appears when the user accepts an invite to that workspace the first time. We need a organization wide API key, plus API calls to "list workspaces", "list users in the organization" "List Invites (if not included in List Users", and to traverse workspaces to then use the rest of the per-workspace API calls. I'd be happy to elaborate if it helps escalate this feature request, thanks Pete.
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14 votes
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11 votes
An error occurred while saving the comment We love the idea of smart conditional content, as we have hundreds of users who would benefit.
But since the rollout of EV2, most content library items are discrete pages instead of content blocks.
We cannot use the new conditional content features yet, becuase the placeholder is on page. We need the placeholder between pages. thank you :) -
128 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.
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2 votes
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3 votes
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5 votes
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10 votes
Thanks for delivering USD-based product sync from HubSpot Product Library to PandaDoc Catalog: https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/
We have clients on PandaDoc CPQ + HubSpot, using non-USD prices. We understand that PandaDoc product catalog does not support multiple prices per product, but for those users on a single non-USD currency, for example AUD or GBP, we need to sync a single non-USD price from HubSpot to PandaDoc for each product SKU.
Manual upload is problematic, when prices change regularly.
In the meantime we have to create our own sync tools to PandaDoc API.
Please allow the sync feature to support the choice of an alternate currency to sync Products from HubSpot to the PandaDoc Catalog.