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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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127 results found

  1. Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    29 votes

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  2. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    21 votes

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  3. pass line items formatting from hubspot

    21 votes

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  4. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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  5. an option to use a custom field with data merge in Hubspot

    19 votes

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  6. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    17 votes

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  7. 17 votes

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  8. Ability to use the hubspot mobile app with PandaDoc

    16 votes

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  9. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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  10. Should be possible to use ticket object to create docs from Hubspot

    14 votes

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  11. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    13 votes

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  12. 12 votes

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

    11 votes

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  14. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    11 votes

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  15. pass tokens HubSpot to PD forms

    11 votes

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  16. 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.

    11 votes

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  17. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    11 votes

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  18. 11 votes

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  19. 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.

    10 votes

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  20. 10 votes

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