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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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107 results found

  1. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    20 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

    14 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  3. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    11 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Hubspot mobile app

    Ability to use the hubspot mobile app with PandaDoc

    17 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. CRM Product fields are passed over tokens/variables

    Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    23 votes

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    5 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Hubspot - documents created from an object show up under other objects associated with this object

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. Ability to pull contact tokens from Hubspot deal

    Contact tokens are not available when creating the document from a HubSpot deal.

    62 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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