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23 results found

  1. Permissions for specific documents: Private documents (Password protect documents internally)

    159 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Polina Ismailova commented  · 

    Have separate permissions for specific documents, not only workspaces

  2. Pass images from CRMs to documents using tokens/variables

    62 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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:

    - You can use Conditional Content to pass images as variables. Please see more here.

    - Passing images is also available via Pricing table or Quote Builder. Check this link for more info.

    If you need help with the set up, please feel free to reach out to our Support team for assistance! 

    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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    Polina Ismailova commented  · 

    Logo to be pulled into the PandaDoc from HubSpot
    Maybe as a token?

    Example- when in HubSpot you add company domain- automatically a logo is pulled.
    Allow that logo to be transfered to the document in PandaDoc from HubSpot.

  3. More options for payment gateways

    192 votes

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    Idea  ·  74 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Polina Ismailova commented  · 

    Mada Payment (Saudi Arabia)

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