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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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152 results found

  1. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    50 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    18 votes

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

    14 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  5. [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!

  6. 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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  7. 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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  8. 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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  9. Hubspot contact in a deal to be auto assigned to a role

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Ability to bulk download all signed documents from HubSpot

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Ability to view all documents created in HubSpot in any object

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. 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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