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5 results found

  1. Find and Replace All feature within a document / template

    217 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Susan Feigenbaum commented  · 

    This is so important - - i spend hours updating small changes to templates and text fields in my content library. It's critical.

  2. Allow to use templates from different workspace in HubSpot without switching workspaces

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Susan Feigenbaum supported this idea  · 
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    Susan Feigenbaum commented  · 

    This is a very big issue for me. All the managers work across multiple workspaces and a few reps do too. This means I have to give my reps Integration permissions so they can switch back and forth -- and the integration is very clunky. I never know which workspace I'll have access to at any given time. It's a massive waste of time - but we must have different branding for two businesses of ours so I have no choice. Very disappointed.

  3. Hubspot workflow

    55 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the 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.

    Susan Feigenbaum supported this idea  · 

  4. 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.

    Susan Feigenbaum supported this idea  · 

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

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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!

    Signature timestamp.