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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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141 results found

  1. Products are passed from Hubspot to PandaDoc without the line item description

    The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 


    To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.


  2. Limit Salesforce Opportunity status trigger to specific templates

    PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.

    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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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Lindsey Schocke responded

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

  5. Retain the date format when syncing from Salesforce. The date format we use is DD/MM/YYYY, but pandaDoc displays as YYYY/MM/DD

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  6. Automatically pull images into PandaDoc

    Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

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

    pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →

  8. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. HubSpot: Token Information to Populate in Fields and Editable by Signers

    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 →

  10. The ability to attach the completed document created in PandaDoc to Hubspot object

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  12. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  13. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  14. Pass currency formats from Zoho

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  15. Reoccurring charge in Hubspot

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  16. Zendesk Support for Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  17. [Greenhouse] Take Hiring manager contact information from the Offer object

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

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  18. PandaDoc automatically update Hubspot with the Deal Value based on the amounts on the proposal

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  19. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  20. Pass taxes from hubspot to PD document

    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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    0 comments  ·  Integrations  ·  Admin →
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