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5 results found

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

    66 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    Not Planned  ·  Katie Hudson 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  · 

  2. Hubspot workflow

    55 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Marie Debeauville supported this idea  · 

  3. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

    203 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

    Marie Debeauville supported this idea  · 

  4. Auto-reminders: customize the text in reminder message

    344 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    Marie Debeauville supported this idea  · 
    An error occurred while saving the comment
    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".

  5. Ability to change the date format for variables

    416 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

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    Marie Debeauville commented  · 

    The document creation date field is available only in the US date format while all the other fields are available on other format such as DD/MM/YYY or YYYY/MM/DD.....this idea will make the creation date also available in any date format ( which is already available for all other fields)

    Marie Debeauville supported this idea  ·