Settings and activity
5 results found
-
2 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 Alex Coring supported this idea ·
-
311 votes
Released to general availability
An error occurred while saving the comment 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]
-
67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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]
-
42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
An error occurred while saving the comment I would get a lot of use out of this feature
-
29 votes
This is really important to my business when we want to create many line items at the same time that have the same SKU. Then we need to multi-select the pricing component of the quote and edit them all at the same time.