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  1. 4 votes

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    Yana Martynenko commented  · 

    Preserve Sequence Number in the name when documents are being bulk downloaded.

  2. 18 votes

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    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.

  3. 2 votes

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    Yana Martynenko commented  · 

    Link documents created in PandaDoc to default (except opportunity) and custom objects in Salesforce.

  4. 39 votes

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    Yana Martynenko commented  · 

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

    Yana Martynenko shared this idea  · 
  5. 31 votes

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    Yana Martynenko commented  · 

    Toggle to turn on/off the currency.

  6. 89 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  · 
  7. 8 votes

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    Yana Martynenko commented  · 

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

  8. 82 votes

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    Yana Martynenko commented  · 

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

  9. 28 votes

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    Yana Martynenko commented  · 

    Import info from PandaDoc to Zoho.

  10. 291 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.

  11. 7 votes

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    Yana Martynenko commented  · 

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

  12. 221 votes

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    Yana Martynenko commented  · 

    The option to set up different names for the documents created from one form.

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    Yana Martynenko commented  · 

    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.

  13. 18 votes

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    Yana Martynenko commented  · 

    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.

  14. 17 votes

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    Yana Martynenko commented  · 

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

  15. 13 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

  16. 57 votes

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    Yana Martynenko commented  · 

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

  17. 149 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.

  18. 92 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.

  19. 83 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.

  20. 20 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  · 
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