Settings and activity
440 results found
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6 votes
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2 votes
Savannah Faulkner shared this idea ·
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4 votes
An error occurred while saving the comment Automation: Create a lead in Salesforce once a document is signed
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19 votes
Valeryia Baranava responded
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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
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3 votes
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3 votes
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2 votes
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3 votes
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5 votes
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2 votes
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4 votes
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49 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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2 votes
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2 votes
An error occurred while saving the comment A lot of documents are not completed within one week, but we do need easy access to them from the home screen. Extending the time back to three months, or longer, or the option to select the length of time, would be ideal.
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6 votes
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69 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Push the signed date from the completed document into Monday.com
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.