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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When creating a document, we get to automatically populate fields by mapping the relevant hubspot properties.

    Hubspot now has support for 'Sensitive' and 'Highly Sensitive' properties which contain details like payment cards, government ID's etc. These properties are not available currently as tokens to be mapped into PandaDoc.

    It's a hassle, because everything comes over, and then we have to manually copy all the 'sensitive data'.

    In my search of a solution, Hubspot's documentation says that PandaDoc development needs to request access to these new sensitive and highly sensitive property 'Scopes' in order to allow mapping tokens to be used.

    2 votes

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  2. The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
    That way the sender can let the recipient know what their "Suggestion" is etc.

    3 votes

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  3. 2 votes

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  4. Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.

    2 votes

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  5. A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.

    3 votes

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  6. We capture a number of custom fields on the Line Item object that we would like displayed in the price breakdown/chart and it seems as though PandaDoc isn't able to do this easily. It's preventing us from being able to use PandaDoc as our proposal solution because our customers want to see that data and if we can't display it, it's useless as a proposal document.

    1 vote

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  7. At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.

    This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.

    4 votes

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  8. Adding the 'Section Total excl. VAT' as a custom line to the section total of the quote builder (just like Subtotal, Total Quantity, etc.) will help to save valuable time when sending out quotes and proposals. It is import for the recipient to the that extra information the Section total.

    2 votes

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  9. Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.

    2 votes

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  10. Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.

    2 votes

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  11. Automatically add the PandaDoc URL to the HubSpot Deal Field

    2 votes

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  12. 3 votes

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  13. We are wondering if it's possible to have the Line Items from HubSpot populate our PandaDoc Quotation in our specified order. We have a standardised system and are using category conditional logic where we input items into corresponding categories, but we would like to have a bit more flexibility in terms of specifying an order of those line items in our pricing table because as of now it's transferring those items in a random order.

    1 vote

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  14. Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.

    2 votes

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  15. 38 votes

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  16. HubSpot integration request:

    We are requesting the status trigger from PandaDoc to HubSpot to be available for BOTH client and countersignature in a single document. Currently there is only one status of "completed" for one of the two signatures but not both. This may require a new "status" option such as pending final signatures if one signature is complete, but we are waiting on the second one for the document to be fully "completed".

    Ex: If you set up the quote to be "completed" after client signature, we can move the deal in HubSpot. Likewise we can mark as completed…

    1 vote

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  17. The name of a template becomes the document name our customer sees, which is fine. What we'd love to see is an internal description of the template to make it clear to our sales teams which template they're selecting.

    For example, we have a variant with and without discount shown. If we set the template name to "without discount", the customer then sees this (or we have to delete every time) and that's not ideal.

    Something in the highlighted sections would be brill.

    2 votes

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  18. Pass values from HubSpot along with currencies to the document

    2 votes

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  19. Use child company tokens when creating a document in the associated parent company

    2 votes

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  20. To have a tagging for documents appearing in HubSpot, have multiple types of documents (proposals, contracts, agreements, etc.) be able to quickly differentiate between them in HubSpot without relying on each individual user to properly name the documents they generate

    1 vote

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