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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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236 results found

  1. Use child company tokens when creating a document in the associated parent company

    2 votes

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  2. 2 votes

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  3. HubSpot template extension: ability to set Company and Contact objects as a 'source object'

    2 votes

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  4. 2 votes

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  5. Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.

    2 votes

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  6. The name of a template becomes the document name our customer sees, which is fine. What we'd love to see is an internal description of the template to make it clear to our sales teams which template they're selecting.

    For example, we have a variant with and without discount shown. If we set the template name to "without discount", the customer then sees this (or we have to delete every time) and that's not ideal.

    Something in the highlighted sections would be brill.

    2 votes

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  7. The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.

    2 votes

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  8. some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.

    2 votes

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  9. HubSpot - show total ARR at the bottom of the pricing table

    2 votes

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  10. Prevent users from editing the document when they are creating it via HubSpot.

    2 votes

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  11. 2 or more tokens in 1 fillable field for merge field section

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. 2 votes

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  15. Away to display UNIX data formats on PandaDoc as a date

    2 votes

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  16. The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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  17. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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  18. 2 votes

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  19. When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''

    2 votes

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  20. I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).

    2 votes

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