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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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236 results found

  1. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

    13 votes
    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  2. Create one quote using multiple deals in HubSpot

    Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.

    12 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    12 votes
    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  4. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot

    12 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Automations: attach PDF to HubSpot Contact and Company object

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

    11 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Rule allowing to assign specific contacts from Hubspot to Pandadoc documents

    The ability to assign only specific contacts associated with Hubspot deal
    the rest contacts that do not match the rule will not be added to the document

    10 votes
    2 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes
    Idea  ·  2 comments  ·  Integrations - HubSpot  ·  Admin →
    How important is this to you?

  8. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    10 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Pull Hubspot rich text fields

    pulling rich text field from Hubspot to PandaDoc

    9 votes
    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  10. to disable adding the emails that have been added in CC to the HubSpot contacts

    if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    9 votes
    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Create a document from multiple objects in Hubspot

    Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes
    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  12. Pull PD analytics back to HubSpot

    For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    9 votes
    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  13. Hubspot - set document value

    When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot

    9 votes
    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  14. hubspot to pull tokens from multiple objects

    Ability to pull tokens from both Deal and Contant records simultaneously

    9 votes
    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
    How important is this to you?

  15. Edit PandaDoc in Draft Status From Within HubSpot Deal

    Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. HubSpot 2-way sync: ability to pull back info from variables to HubSpot

    Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes
    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Update Hubspot Property with Document Sequence number when completed

    We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.

    8 votes
    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  18. Push ALL HubSpot product line items to pricing table in PandaDoc

    Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    8 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. HubSpot Access on Document upon Completion

    Have the HubSpot integration access in the document when it has been completed.

    8 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables

    8 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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