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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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232 results found

  1. 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.

    12 votes

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  2. 12 votes

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  3. 12 votes

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  4. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    11 votes

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  5. Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    10 votes

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  6. The ability to assign only specific contacts associated with Hubspot deal
    the rest contacts that do not match the rule will not be added to the document

    10 votes

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  7. 10 votes

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  8. 10 votes

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  9. pulling rich text field from Hubspot to PandaDoc

    9 votes

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  10. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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  11. For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    9 votes

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  12. When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot

    9 votes

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  13. Ability to pull tokens from both Deal and Contant records simultaneously

    9 votes

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  14. Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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  15. Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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  16. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    8 votes

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  17. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    8 votes

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  18. Have the HubSpot integration access in the document when it has been completed.

    8 votes

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  19. 8 votes

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  20. We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.

    7 votes

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