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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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227 results found

  1. PandaDoc Dashboard in CRM

    Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    Ability to create a batch of documents on the fly while creating a document through HubSpot.

    1 vote

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  3. To have an ablity to disconnect pandadoc documents created in Hubspot Contact

    1 vote

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  4. export attachments from hubspot deals

    1 vote

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  5. zapier - differentiate Hubspot pipelines by identifier to filter actions

    1 vote

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  6. [Hubspot] Restrict the creation of the PandaDoc for specific users

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  7. zapier multiple senders

    Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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