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  1. Send multiple docs in 1 email / Envelopes / API packages

    362 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Released  ·  Valeria Pochapskaya responded


    Document Bundling

    Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.

    Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

    Julia Evers 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.

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    Julia Evers commented  · 

    Automatic update of the product library in the already created PandaDoc template.

    Julia Evers supported this idea  · 

  3. HubSpot refresh pricing table

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →