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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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240 results found

  1. signature date syncs back to HubSpot

    true two way sync where dates sync back too (i.e. signature date)

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. hubspot to pull tokens from multiple objects

    Ability to pull tokens from both Deal and Contant records simultaneously

    9 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  3. Migrate all the documents from PandaDoc to Hubspot

    A direct file migration with functionality to Hubspot

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Connect to Multiple Hubs in Hubspot per workspace

    We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Allow to use templates from different workspace in HubSpot without switching workspaces

    It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    16 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Send autoreply when the document is completed (Hubspot integration)

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Reqiured Hubspot Deal in Document windows

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    save template's name when creating a document from a Hubspot deal

    86 votes

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    15 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
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    Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Good news: we have already implemented this feature within External Automations (PandaDoc to external platforms recipes like CRMs, HR, and storage tools): This feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan. It's now ready for Early Access. If you'd like to test it, reach out to our support team and share this message with them. 


    Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.

  12. Search bar within list of related documents in Hubspot

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. HubSpot: Push contacts birth dates and custom fields from Company Record

    At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Ability to edit existing documents through HubSpot

    Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    6 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. [HubSpot] The "Modified date" field in attached docs

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes

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    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. ability to link deal value in Hubspot( variable) with Document value

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Pass Deal Info From Hubspot Using Zapier

    Be able to pass deal information using Zapier and Hubspot

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables

    8 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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