Settings and activity
16 results found
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108 votes
An error occurred while saving the comment Luke Gibbons supported this idea ·
An error occurred while saving the comment I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.
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7 votes
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14 votes
An error occurred while saving the comment This should absolutely be a priority, it basically ruins the workflow. If a client wants something changed in the pricing table, the user either has to update the amount in PandaDoc and the deal in HubSpot is inaccurate, or edit the line item in HubSpot and create a whole new document. Either way, it is time-consuming and causes a lot of inaccuracies for us.
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41 votes
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21 votes
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72 votes
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23 votes
An error occurred while saving the comment Love this idea so that our deals automatically move based on document status.
Also, 2 way sync of line items and price total - maybe not automatic but with a button that says "Sync back to HubSpot"
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3 votes
An error occurred while saving the comment We want the ability to be able to create a header and footer within the theme so it can easily be applied and updated across all templates.
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6 votes
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13 votes
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10 votes
An error occurred while saving the comment We definitely need the ability to connect a document from PandaDoc to a contact in HubSpot - I know you can already create a document from a contact record, but there needs to be a way to connect an existing document within PandaDoc to a new contact in HubSpot
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28 votes
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2 votes
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34 votes
An error occurred while saving the comment The HubSpot integration is great so far, but when a document status is updated, this should be able to trigger a workflow in HubSpot so we can automatically update the deal stage.
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15 votes
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40 votes
I just want to be able to hide old templates or templates not ready for distribution so that people don't send the wrong thing.