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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] Create a document from a predefined object in Hubspot only

    A customer wants to decide in which object their sales team is able to create documents.

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

  2. Conditional logic for Hubspot

    Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes
    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  3. signature date syncs back to HubSpot

    true two way sync where dates sync back too (i.e. signature date)

    5 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. [HubSpot] The "Modified date" field in attached docs

    5 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Choose a folder in which documents created from HubSpot will appear

    5 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Ability to bulk download all signed documents from HubSpot

    5 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025

    When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…

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

  8. A report of all documents created in PandaDoc showing the associated Hubspot deal

    Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    4 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import

    Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.

    In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.

    Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…

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

  10. Use HubSpot properties to assign recipients to the role

    When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
    Option to fill the signers (recipients) based on custom properties

    4 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Option using zapier to update catalog items

    Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    4 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. Data Merge Pricing Table: Change the date format

    I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    4 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  13. Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot

    From a customer, "you should be able to put a label on a variable".

    4 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. update a deal status in hubspot when using a bulk send

    update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.

    4 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Hubspot - add Quote object

    4 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  16. Merge rules for Line Items populated from Hubspot

    Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments

    4 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  17. Migrate all the documents from PandaDoc to Hubspot

    A direct file migration with functionality to Hubspot

    4 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. HubSpot: Push contacts birth dates and custom fields from Company Record

    At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

    4 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  19. ability to link deal value in Hubspot( variable) with Document value

    4 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes
    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
    How important is this to you?
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