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  1. HubSpot 2-way sync: ability to pull back info from variables to HubSpot

    8 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    An error occurred while saving the comment
    Daniel Rafeedie commented  · 

    This is critical! Oftentimes we need clients to input information from their end that pulls back into Hubspot.

    Daniel Rafeedie supported this idea  · 

  2. Two way sync with HubSpot

    17 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Daniel Rafeedie supported this idea  · 

  3. Ability to pull values from completed Pandadoc Forms and create/update values in selected Google Sheet

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    An error occurred while saving the comment
    Daniel Rafeedie commented  · 

    Yes! This is critical. Also it's hard to use third party tools such as Make.com or Zapier to automate this as the tables used in PandaDoc make it difficult to parse data outside of the system.

  4. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

  5. Edit font size of signature field [Workaround in comments]

    27 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →