Settings and activity

63 results found

1. Automatic calculations in fields

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   188 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

2. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

3. Customer and Product Driven Discount Tables

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

4. Hubspot - documents created from an object show up under other objects associated with this object

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

5. Delete Document within CRM iframe

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

6. HubSpot: Push contacts birth dates and custom fields from Company Record

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

7. Allow to use templates from different workspace in HubSpot without switching workspaces

   17 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

8. Hubspot contact in a deal to be auto assigned to a role

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

9. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

10. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    11 votes

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

    Hi. 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!

    Maxime Blaszka supported this idea  ·  Jun 22, 2021

11. Choose a folder in which documents created from HubSpot will appear

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

12. Ability to view all documents created in HubSpot in any object

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

13. ability to link deal value in Hubspot( variable) with Document value

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

14. Saving the order of the items when syncing the pricing table from a HubSpot=

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

    Configure pricing blocks

    Maxime Blaszka supported this idea  ·  Jun 22, 2021

15. Cross-site tracking

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

16. create hubspot ticket (task) once once PandaDoc is submitted

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

17. HubSpot : Mapping of Custom date field in pricing table

    2 votes

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

    Hi. 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!

    Maxime Blaszka supported this idea  ·  Jun 22, 2021

18. More role variables (to pass from a HubSpot deal)

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

19. Send autoreply when the document is completed (Hubspot integration)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

20. Edit PandaDoc in Draft Status From Within HubSpot Deal

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021