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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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241 results found

  1. 3 votes

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  2. 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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  3. 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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  4. Shared with me folder to be available from HubSpot on EV2

    3 votes

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  5. 3 votes

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  6. 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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  7. 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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  8. 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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  9. Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    3 votes

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  10. Be able to pass deal information using Zapier and Hubspot

    3 votes

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  11. When passing the value from Hubspot to PandaDoc, the Company.Name to appear as FINAL RENTAL instead of Final Rental

    2 votes

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  12. Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
    value (e.g., 1000)
    formatted (e.g., $1,000.00)

    This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.

    2 votes

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  13. HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).

    2 votes

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  14. Ability to send a PandaDoc document when a HubSpot deal stage changes

    2 votes

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  15. What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.

    2 votes

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  16. A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.

    2 votes

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  17. Ability to pass line item image from HubSpot

    2 votes

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  18. 2 votes

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  19. Enable the integration to capture values from non-primary companies associated with deals, allowing users to set conditions or use labels to determine which company's data should be pulled.

    2 votes

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  20. Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.

    2 votes

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