Settings and activity

53 results found

1. [Hubspot] Pass custom product properties from Hubspot to PD pricing table

   34 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   HubSpot CRM. Map product fields with pricing table columns

   Maxime Blaszka supported this idea  ·  Jun 22, 2021

2. Pass images from CRMs to documents using tokens/variables

   67 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Maxime Blaszka supported this idea  ·  Jun 22, 2021

3. HubSpot refresh pricing table

   21 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminVasil (Remeniuk, PandaDoc) responded

   We're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:

   https://www.pandadoc.com/blog/hubspot-2-way-sync/

   Maxime Blaszka supported this idea  ·  Jun 22, 2021

4. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

   66 votes

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   12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
   Not Planned  ·  Katie Hudson responded

   Hi there! 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

5. CRM Product fields are passed over tokens/variables

   23 votes

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

6. Hubspot workflow

   55 votes

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

   We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

   Maxime Blaszka supported this idea  ·  Jun 22, 2021

7. The option to add completed documents as attachments in Hubspot (like in SF).

   24 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Move a document to attachments in HubSpot deals

   Maxime Blaszka supported this idea  ·  Jun 22, 2021

8. Pushing SKU from Hubspot to PandaDoc

   30 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#4

   Maxime Blaszka supported this idea  ·  Jun 22, 2021

9. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

   41 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#2

   Maxime Blaszka supported this idea  ·  Jun 22, 2021

10. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

    203 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

    Maxime Blaszka supported this idea  ·  Jun 22, 2021

11. API endpoint link2CRM

    41 votes

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    Released  ·  3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
    Maxime Blaszka supported this idea  ·  Jun 22, 2021

12. Set Variable formatting passed from CRM (commas in variables)

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    132 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

    Maxime Blaszka supported this idea  ·  Jun 22, 2021

13. Add a dynamic date field to put on templates

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    Maxime Blaszka supported this idea  ·  May 26, 2021
    Maxime Blaszka shared this idea  ·  May 21, 2021