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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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226 results found

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

    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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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  2. send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline

    send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  3. HubSpot deal created automatically once a document is completed

    HubSpot deal is created automatically once a document is completed

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  4. Hubspot automations: more options to trigger the 'update line items' task

    More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Export list containing document name, template used, and HubSpot object ID from a document

    Export list containing document name, template used, and HubSpot object ID from a document

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Option to link documents to Hubspot in bulk

    3 votes

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  7. Monthly Recurring Revenue token in HubSpot

    Option to have Monthly Recurring Revenue token in HubSpot

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  8. The option to pull products to a pricing table in the same order as they are in Hubspot

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  9. [HubSpot CRM] Searchable and selectable tokens on the PandaDoc side

    An option to search and select tokens from HubSpot CRM on the PandaDoc side

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  10. Send document directly from the Hubspot to the customers avoiding Draft option

    It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.

    3 votes

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  11. Pass custom fields from Hubspot via product mapping

    3 votes

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  12. disable PandaDoc module in Hubspot object

    ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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  13. HubSpot variables

    If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable

    3 votes

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  14. Use workflow trigger from Hubspot to update deal status once a document has been signed

    Use workflow trigger from Hubspot to update deal status once a document has been signed

    3 votes

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  15. Hubspot - add Quote object

    3 votes

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  16. Shared with me folder to be available from HubSpot on EV2

    Shared with me folder to be available from HubSpot on EV2

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Upload files field sync with HubSpot

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Show "Time to Close" in HubSpot once document has been "completed"

    Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. Connect to Multiple Hubs in Hubspot per workspace

    We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. More role variables (to pass from a HubSpot deal)

    The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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