Settings and activity
63 results found
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4 votes
An error occurred while saving the comment -
18 votes
An error occurred while saving the comment Yana Martynenko commented
In the scenario where 1) signing order is enabled 2) signer comes before the CC and 3) document is shared via link, there should be no 'X sent you document' notification for CC.
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2 votes
An error occurred while saving the comment Link documents created in PandaDoc to default (except opportunity) and custom objects in Salesforce.
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39 votes
An error occurred while saving the comment Update inforrmation in Salesforce based on the changes in the PandaDoc document.
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31 votes
An error occurred while saving the comment Toggle to turn on/off the currency.
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89 votes
An error occurred while saving the comment 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: 10000.00An error occurred while saving the comment Environment: Hubspot integration, Contact object, Date of birth field.
Make this field pass the correct data even when its type is set to date.
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8 votes
An error occurred while saving the comment The ability to check all the document for account (without logging into each workspace).
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82 votes
An error occurred while saving the comment 1. Link in the document that lead to the attachment
2. Download attachments with document PDF -
28 votes
An error occurred while saving the comment Import info from PandaDoc to Zoho.
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291 votes
An error occurred while saving the comment Change the email on a send document Ev2
An error occurred while saving the comment Change the signer when the document is sent.
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7 votes
An error occurred while saving the comment Ability to forward the document to a recipient of the document.
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221 votes
An error occurred while saving the comment The option to set up different names for the documents created from one form.
An error occurred while saving the comment 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.
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18 votes
An error occurred while saving the comment Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.
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17 votes
An error occurred while saving the comment Update variable info (role variable) in PandaDoc documents automatically (once it is changed in contacts).
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13 votes
An error occurred while saving the comment The option to
1) transfer pricing table on the following page
2) save pricing table headers on all the pages -
57 votes
An error occurred while saving the comment The option to combine in one pricing table fixed amount and variable amount (that varies).
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149 votes
An error occurred while saving the comment Conditional logic.
Situation: contract, several pages.
The client selects options on page X and they are automatically illustrated on page Y.An error occurred while saving the comment The option to set the tax automatically depending on conditional factor.
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92 votes
An error occurred while saving the comment 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. -
83 votes
An error occurred while saving the comment Mobile phone number variable (in addition to phone).
An error occurred while saving the comment The possibility to import contacts custom fields.
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20 votes
An error occurred while saving the comment 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.
Preserve Sequence Number in the name when documents are being bulk downloaded.