Settings and activity
45 results found
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
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51 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Fiona Maher
supported this idea
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An error occurred while saving the comment -
107 votes
We wanted to share an update regarding this 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.
An error occurred while saving the comment Fiona Maher
commented
I understand not auto sending if an approval is rejected - but I don't see the benefit of of not auto sending after approval - unless the user does not want to email the client via PandaDoc - but as part of a separate email that includes links to other online forms (such as a HubSpot form etc).
Fiona Maher
supported this idea
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203 votes
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.
Fiona Maher
supported this idea
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Fiona Maher
supported this idea
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We are using PandaDoc to generate contracts from HubSpot deals. Even though there are contacts associated with the HubSpot deal - we have to manually type the contact details into PandaDoc when the document is first generated (a pop-up window requires the names & email addresses of the roles in the document - contacts associated with the deal do not populate this window). I don't understand what the benefit of an integration is if we have to manually type contact details for people that are required to sign a document?
The reason PandaDoc integrates with deals is so the deal line items populate the contract/document. I don't understand why contacts were not included as part of the integration.