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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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107 results found

  1. Pandadoc CPQ to and document creation available from project and service objects in hubspot

    We use projects and Service modules which associate with deal. However sometimes deal has 5 projects in quote and then it creates 5 individu

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Log the document reminders auto sent to HubSpot

    I'd like the document reminders that I specify on my PandaDocs that are automatically sent to get logged back to the relevant records in HubSpot (deal, contact, company). I'm hoping that will show in the Emails and All Activity sections to give me a clearer picture of activity on my Deals.

    1 vote

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  3. Hubspot PandaDoc Product Catalog Sync

    The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.

    1 vote

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  4. Support for 3-Object Token Merges and Custom Object Sync in HubSpot

    We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).

    We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.

    Can you please request or enable:

    The ability to pull tokens from three associated HubSpot objects, and

    Support for syncing and using tokens from custom objects like our “Suites” object?

    This would help us generate complete lease documents directly from HubSpot.

    Thank you!

    1 vote

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  5. Automations: update the HubSpot deal value based of the subtotal with the discount

    To update the HubSpot amount value based of the subtotal with the discount.

    1 vote

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  6. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    1 vote

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  7. Allow HubSpot field mapping in Content Library items

    Currently you can only map properties to HubSpot from templates. I'm making a template with a lot of conditional logic which requires me to create Content Library items as building blocks. I would really like to be able to map my questions in these building blocks to HubSpot properties.

    1 vote

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