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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 81 votes

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    Not planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Any plans for Hubspot Workflow?

    48 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  3. Contact tokens are not available when creating the document from a HubSpot deal.

    48 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    41 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, we are planning on offering something similar to it in the near future. We can’t give you the exact timeline of when it will be ready, but we can tell you that it’s already in the works and we’ll have it available in one of our upcoming releases.
    We will be communicating it through our product newsletter and via alerts inside PandaDoc.

  5. 32 votes

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  6. Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    29 votes

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  7. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    21 votes

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  8. pass line items formatting from hubspot

    21 votes

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  9. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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  10. As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.

    So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".

    Would be great to have this button moved up - above.

    20 votes

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  11. an option to use a custom field with data merge in Hubspot

    19 votes

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  12. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    17 votes

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  13. 17 votes

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  14. Ability to use the hubspot mobile app with PandaDoc

    16 votes

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  15. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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  16. Should be possible to use ticket object to create docs from Hubspot

    14 votes

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  17. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    13 votes

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  18. 12 votes

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

    11 votes

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  20. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    11 votes

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