Settings and activity

  1. 45 votes

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    Luke Gibbons supported this idea  · 
  2. 16 votes

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    Luke Gibbons commented  · 

    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. 2 votes

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    Luke Gibbons commented  · 

    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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  4. 1 vote

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  5. 6 votes

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  6. 169 votes

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  7. 13 votes

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  8. 52 votes

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    Luke Gibbons commented  · 

    This is so important, we need to be able to easily connect documents if a user forgot to connect it to hubspot prior to sending it to the client.

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  9. 6 votes

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    Luke Gibbons commented  · 

    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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  10. 27 votes

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  11. 2 votes

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  12. 20 votes

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    Luke Gibbons commented  · 

    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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  13. 115 votes

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  14. 29 votes

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