Settings and activity
612 results found
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2 votes
Savannah Faulkner shared this idea ·
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10 votes
An error occurred while saving the comment -
4 votes
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Prevent documents from automatically linking to opportunities when they are created from Salesforce.
2 votes -
6 votes
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2 votes
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5 votes
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2 votes
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2 votes
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21 votes
An error occurred while saving the comment Allow customer to choose whether the subject line defaults to FirstName / LastName in their account or the Company Name specified in Payment Details.
- Example: (FirstName LastName sent you Document Name) or (Company Name sent you Document Name) -
10 votes
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3 votes
An error occurred while saving the comment In an ideal world, I'd like the approval to go to a certain person if the ARR of the associated deal is over a certain amount, and not go to that person if it is under a certain amount.
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6 votes
An error occurred while saving the comment If the Venue fields are filled in PandaDoc → we want a Deal checkbox property (e.g., “Venue Details Completed”) to automatically be set to TRUE.
• If the Venue fields are empty → the checkbox should remain FALSE.
• We do NOT want to display this checkbox inside PandaDoc.
• The checkbox should only reflect whether the venue fields were completed in the document. -
2 votes
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2 votes
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18 votes
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5 votes
An error occurred while saving the comment With HubSpot, as soon as you select the template, it would be nice for it to automatically add the recipients and send without having to manually do those two steps
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1 vote
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5 votes
An error occurred while saving the comment *Document order
An error occurred while saving the comment Ability to customize the order of the variables on the variables tab. Currently, you can only do this by category and document folder. Would like the ability to organize them however we want.
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2 votes
Design options, like being able to add a colored bar to the very edges of the page