Settings and activity

  1. 28 votes

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    Yana Martynenko commented  · 

    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

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    Yana Martynenko commented  · 

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

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

    Yana Martynenko shared this idea  · 
  2. 2 votes

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    Yana Martynenko commented  · 

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

  3. 14 votes

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    Yana Martynenko commented  · 

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

  4. 9 votes

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    Yana Martynenko commented  · 

    Import info from PandaDoc to Zoho.

  5. 86 votes

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    Yana Martynenko commented  · 

    Change the email on a send document Ev2

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    Yana Martynenko commented  · 

    Change the signer when the document is sent.

  6. 6 votes

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    Yana Martynenko commented  · 

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

  7. 2 votes

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    Yana Martynenko commented  · 

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

  8. 8 votes

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    Yana Martynenko commented  · 

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

  9. 23 votes

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    Yana Martynenko commented  · 

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

  10. 44 votes

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    Yana Martynenko commented  · 

    Conditional logic.

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

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    Yana Martynenko commented  · 

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

  11. 14 votes

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    Yana Martynenko commented  · 

    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.

  12. 33 votes

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    Yana Martynenko commented  · 

    Mobile phone number variable (in addition to phone).

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    Yana Martynenko commented  · 

    The possibility to import contacts custom fields.

  13. 6 votes

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    Yana Martynenko commented  · 

    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.

    Yana Martynenko shared this idea  · 
  14. 66 votes

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    Yana Martynenko commented  · 

    Fields, filled in after sending the document, stay rather than disappear.

  15. 2 votes

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    Yana Martynenko commented  · 

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

  16. 83 votes

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    Yana Martynenko commented  · 

    Cost field for the catalog item

  17. 23 votes

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    Yana Martynenko commented  · 

    Option to create contract custom Follow Up emails.

  18. 25 votes

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    Yana Martynenko commented  · 

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

  19. 27 votes

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    Yana Martynenko commented  · 

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

  20. 19 votes

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    Yana Martynenko commented  · 

    PandaDoc in French.

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