Settings and activity
15 results found
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18 votes
Matt Bays supported this idea ·
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50 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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25 votes
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11 votes
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19 votes
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109 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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26 votes
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41 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover the scenarios.
To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps:
- Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
- Create a document from HubSpot or link the already created document to a HubSpot deal.
- Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
- Under Document Data, click Import from CRM.
- The currency will be updated in the pricing table or quote builder and reflected in the document value.
We hope…
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47 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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47 votes
Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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3 votes
An error occurred while saving the comment -
55 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment 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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45 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!An error occurred while saving the comment The ability to customize the design of the signature certificate. Primarily the background image.
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193 votes
An error occurred while saving the comment Add ShopKeep as a payment integration with PandaDoc.
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19 votes
An error occurred while saving the comment The ability to pass custom information about terms from the contract into the payers Stripe account to easily look up pricing changes in Stripe rather than going back through the original contract.
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The ability to share documents, templates, and content with other organizations.