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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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136 results found

  1. The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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    Released  ·  Lindsey Schocke responded

    You can connect a different HubSpot account to each workspace on your account. 

  2. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  3. Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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  4. pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →
  5. Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  6. 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 →
  7. 3 votes

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  8. The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  9. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  10. 3 votes

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  11. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  12. 3 votes

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  13. 3 votes

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  14. Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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  15. 2 votes

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  16. live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  17. It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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  18. Have HR systems integration, preferable Bambu HR

    2 votes

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  19. Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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  20. 2 votes

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