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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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118 results found

  1. The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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  2. Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. 7 votes

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  4. Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. 2 votes

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  6. Have ability to upload images using Editor 2.0 API

    5 votes

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  7. 3 votes

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

    41 votes

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  9. Endpoint to return profile for access token.

    1 vote

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  10. 32 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. 10 votes

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  12. 1 vote

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  13. The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  15. ev2- Salesmate integration

    1 vote

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  16. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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  17. Set signing order in API call (for documents created from PDFs).

    12 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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  18. 12 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  20. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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