Settings and activity

15 results found

1. Set the expiration date before sending the document.

   14 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Matt Bays supported this idea  ·  Sep 21, 2022

2. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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   28 votes

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   5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Matt Bays supported this idea  ·  May 16, 2022

3. Sync products from HubSpot Products & quotes with PandaDoc catalog

   15 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Matt Bays supported this idea  ·  Jan 6, 2022

4. HubSpot product description to be pulled into PandaDoc in a bulleted list

   11 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Matt Bays supported this idea  ·  Jan 6, 2022

5. pass line items formatting from hubspot

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   1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Matt Bays supported this idea  ·  Jan 6, 2022

6. [Pricing Table] display Subtotal without Line Item taxes/discounts

   71 votes

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   Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Matt Bays supported this idea  ·  Jan 6, 2022

7. discounted price per unit

   21 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Delete…  ·  Admin →
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   Matt Bays supported this idea  ·  Dec 21, 2021

8. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

   29 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   Matt Bays supported this idea  ·  Dec 21, 2021

9. Netsuite integration

   33 votes

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   1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminYurii Losinets (Admin, PandaDoc) responded

   Hi there!

   
   

   Please let us know if you're interested in NetSuite<>PandaDoc.

   We want to get your opinion on how it should work. Feel free to book a short meeting with us where we will show mockups for future integration - https://calendly.com/yuriilosinets/30min

   
   

   Thanks in advance!

   Matt Bays supported this idea  ·  Nov 18, 2021

10. Auto name Documents with tokens / Use variables in Document and Forms titles

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    236 votes

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    Idea  ·  41 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Matt Bays supported this idea  ·  Sep 29, 2021

11. Hubspot workflow

    36 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Matt Bays supported this idea  ·  Sep 21, 2021

12. Document link sharing via Zapier integration

    32 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Matt Bays supported this idea  ·  Sep 21, 2021

13. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

    28 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Delete…  ·  Admin →
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    Matt Bays supported this idea  ·  Sep 21, 2021

14. Share template from one account to another

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Matt Bays commented  ·  May 7, 2021  ·  Edit…  ·  Delete…

    The ability to share documents, templates, and content with other organizations.

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15. Document background image in Ev2

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    53 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Matt Bays commented  ·  Nov 24, 2020  ·  Edit…  ·  Delete…

    Add an image or color to the editor and signing view background when viewing documents. Similar to the theme settings in Ev1.

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