Settings and activity

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.

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.

This is crucial for us. Our guys are getting tired of double entry and doing things twice in two systems. At the very least, when a document changes status in PandaDoc, we should automatically be able to update the deal. Also, The document total should be linked to the deal amount.

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"

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.

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

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.