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Ideas to Improve PandaDoc: Fillable Fields & Variables

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Ability to include CRM variables into reports

Ability to include CRM variables as column options into reports

2 votes

Anonymous shared this idea · Oct 20, 2025 · Admin →

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Miki van Kooij commented · March 17, 2026 2:53 AM

The idea here is to have the HubSpot Deal ID (from the linked hubspot deal) in the reports so that I can download the data and analyse document status / payments alongside data from our CRM.

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