Settings and activity
5 results found
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303 votes
Hi, Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
Alex Coring supported this idea ·
An error occurred while saving the comment -
52 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 those scenarios namely:
- You can use Conditional Content to pass images as variables. Please see more here.
- Passing images is also available via Pricing table or Quote Builder. Check this link for more info.
If you need help with the set up, please feel free to reach out to our Support team for assistance!Â
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment Bump this thread. It would be nice to be able to pull in images files from a CRM field or even a URL of an image or a video to put inside a content block. For me I would want to pull the information from my CRM Insightly and I already have image fields called Property Map and would like to be able to select an image block in PandaDoc and set the variable to [Opportunity.PropertyMap]
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4 votes
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34 votes
An error occurred while saving the comment I would get a lot of use out of this feature
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13 votes
I would like to have the titles of my templates have a variable field that would pull in the name of my organization from my Insightly opportunities. We have a standard nomenclature for all of our proposals which is Organization Name - Proposal Type - Date of creation. I would like to be able to not have to name every single proposal manually each time by setting the following fields in the title of the document upon creation. Also when we make revisions to the PD we need to update the date in the title to today's date. That could probably still be done manually but it would be nice if there was a variable field that was today's date and would rewrite each time upon edit.
[Opportunity.Organization] - [Opportunity.ProposalType] - [Date created]