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67 results found

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

    66 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Maxime Blaszka supported this idea  · 

  2. Ability to edit existing documents through HubSpot

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Maxime Blaszka supported this idea  · 

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

    64 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) 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  · 

  4. CRM Product fields are passed over tokens/variables

    22 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Maxime Blaszka supported this idea  · 

  5. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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  · 

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

    127 votes

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

  7. Add a dynamic date field to put on templates

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Maxime Blaszka supported this idea  · 
    Maxime Blaszka shared this idea  · 
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