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7 results found

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

    21 votes

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    Beta  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Jenni Wallace supported this idea  · 

  2. Pull PD analytics back to HubSpot

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Jenni Wallace supported this idea  · 

  3. Hubspot workflow

    37 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Jenni Wallace supported this idea  · 

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

    513 votes

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    On roadmap  ·  55 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jenni Wallace supported this idea  · 

  5. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    642 votes

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    In development  ·  65 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jenni Wallace supported this idea  · 

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

    41 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Jenni Wallace commented  · 

    this is really important to have the best customer experience for our customers. As Hubspot expands capabilities, we want to fully leverage them, and having this integration will make it much easier for customers.

    Jenni Wallace supported this idea  · 

  7. Reminder customization: Customize the text in reminder message

    247 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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