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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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240 results found

  1. The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.

    5 votes

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  2. some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.

    2 votes

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  3. HubSpot - show total ARR at the bottom of the pricing table

    2 votes

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  4. A button that you click that will automatically replace PD variables in templates/documents with supported equivalent HubSpot variables for use with integration.

    1 vote

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  5. Keep the template currency when creating documents from HubSpot.

    1 vote

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  6. Prevent users from editing the document when they are creating it via HubSpot.

    2 votes

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  7. 2 or more tokens in 1 fillable field for merge field section

    2 votes

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  8. 2 votes

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  9. 2 votes

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  10. 2 votes

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  11. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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  12. Away to display UNIX data formats on PandaDoc as a date

    2 votes

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  13. The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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  14. HubSpot two-way sync: add the document link we generate to an email on HubSpot

    1 vote

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  15. The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.

    1 vote

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  16. 1 vote

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  17. can I also check or uncheck boxes conditional on some field in Hubspot. E.g. I add a checkmark field that is ticked when the field [Contact.FirstName] in Hubspot is filled?

    1 vote

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  18. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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  19. 2 votes

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  20. When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''

    2 votes

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