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  1. Use Smart content with shared content library items

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Michael Vermillion commented  · 

    This feature would be critical for us to have. We currently have a form that we use for clients to provide payment authorizations which utilizes conditional fields. I really need a way for my team to send out quotes from templates without the payment authorization page while still having the flexibility to add it in at any time from the content library.

    Michael Vermillion supported this idea  · 

  2. 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  ·  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.

    Michael Vermillion supported this idea  ·