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5 results found

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

    23 votes

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    Early access  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Jenni Wallace supported this idea  · 

  2. Pull PD analytics back to HubSpot

    9 votes

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

  3. Hubspot workflow

    40 votes

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

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

    48 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!

    An error occurred while saving the comment
    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  · 

  5. Reminder customization: Customize the text in reminder message

    282 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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!