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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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232 results found

  1. Option to keep document linked in case Deal ID changes

    1 vote

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  2. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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  3. At this point, recipients can't be removed when creating document via Hubspot on iPad. Add the option to remove them for the user.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Allow PandaDoc deals from Hubspot to transfer to Zoho

    1 vote

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  7. Option to have Monthly Recurring Revenue token in HubSpot

    3 votes

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  8. 1 vote

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  9. PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)

    1 vote

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  10. When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
    Option to fill the signers (recipients) based on custom properties

    4 votes

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  11. We are currently using PandaDoc and HubSpot and we generate documents using their integration.

    We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.

    For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.

    1 vote

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  12. 3 votes

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  13. 1 vote

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  14. An option to search and select tokens from HubSpot CRM on the PandaDoc side

    3 votes

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  15. 1 vote

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  16. Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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  17. 1 vote

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  18. Option to create a list of completed document on Hubspot

    • will allow the user to create a list or view the list of the completed document in HubSpot
    2 votes

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  19. Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.

    2 votes

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  20. Option to sync Deal amount to Document value with out the use of pricing table

    5 votes

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