Settings and activity

Update inforrmation in Salesforce based on the changes in the PandaDoc document.

Ability to preserve initial HubSpot number formatting when passing number to PandaDoc through variables. Current flow:
HubSpot initial value 10,000
How it reflects on the PandaDoc side: 10000.00

Environment: Hubspot integration, Contact object, Date of birth field.

Make this field pass the correct data even when its type is set to date.

The ability to check all the document for account (without logging into each workspace).

1. Link in the document that lead to the attachment
2. Download attachments with document PDF

Import info from PandaDoc to Zoho.

Change the email on a send document Ev2

Change the signer when the document is sent.

Ability to forward the document to a recipient of the document.

Update variable info (role variable) in PandaDoc documents automatically (once it is changed in contacts).

The option to
1) transfer pricing table on the following page
2) save pricing table headers on all the pages

The option to combine in one pricing table fixed amount and variable amount (that varies).

Conditional logic.

Situation: contract, several pages.
The client selects options on page X and they are automatically illustrated on page Y.

The option to set the tax automatically depending on conditional factor.

Smart tokens
1) the token that illustrates the price of a specific product;
2) Can plus to each other and sum up to be the same as total amount in the pricing table.

Mobile phone number variable (in addition to phone).

The possibility to import contacts custom fields.

One client is wondering if we are thinking about adding a "Unit price" column in our pricing tables (it's crucial for their quotations).
They want this column to show a discounted price for 1 unit (item) and have a total in the end.

Changes in Pipeline for Pipedrive using native integration (no zapier).

Option to create contract custom Follow Up emails.

Specific restrictions for custom roles (for specific folders / documents / etc).

Embed template: Is there a way to have a field in this option that populates the title of the document that is being completed? Im asking this to find a way to make the document easily searchable, otherwise the documents done in this format will all have the same name and would make it hard to search.

The option to send one document to multiple contacts so they won't see each other.

Enable back Send option in Ev2 (not only Finish).