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  1. zapier multiple senders

    1 vote

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Marie Debeauville shared this idea  · 

  2. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    64 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Marie Debeauville supported this idea  · 

  3. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Marie Debeauville supported this idea  · 

  4. Reminder customization: Customize the text in reminder message

    354 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Marie Debeauville supported this idea  · 
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    Marie Debeauville commented  · 

    so far the auto reminder will stop once the document achieved the "completed" or "expired" status while i would like the a have the options to choose any other status to trigger or stop the auto reminder. In my case i would like to send reminders until the status change to "view".