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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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239 results found

  1. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

    1 vote

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  2. Pass cost with Hubspot product mapping

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  3. [HubSpot] Pull the line items into the pricing table in the specific order

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  4. Unlink a document sent from Hubspot from an object ID

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  5. Send a recipient link via Zapier as a reminder notification from Hubspot

    send reminder via Zapier when the HubSpot in Zap

    https://pandadoc.zendesk.com/agent/tickets/431431

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. attach HubSpot attachment to PandaDoc document before sending

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  7. LaborEdge

    LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  8. HubSpot form to download a PandaDoc to see readership statistics

    Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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  9. Link expired document to Hubspot deal

    1 vote

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  10. HubSpot merge rules: automatically create table section for each category specified in CRM

    To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.

    1 vote

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  11. Link document to Hubspot deal via the mobile app

    1 vote

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  12. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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  13. The ability to be connected to multiple PandaDoc workspaces in Hubspot.

    Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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  14. PandaDoc Dashboard in CRM

    Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    1 vote

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  15. To have an ablity to disconnect pandadoc documents created in Hubspot Contact

    1 vote

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  16. export attachments from hubspot deals

    1 vote

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  17. zapier - differentiate Hubspot pipelines by identifier to filter actions

    1 vote

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  18. [Hubspot] Restrict the creation of the PandaDoc for specific users

    1 vote

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  19. zapier multiple senders

    Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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