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  1. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    Robert Godfrey supported this idea  · 
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    Robert Godfrey commented  · 

    Objective:
    all Hubspot contacts synced into PandaDoc

    when I go to enter a recipient it should retrieve Hubspot contacts and pre-populate details (these are stored in HS record and so should not have to be entered in manually)

    Makes no sense to have to add Hubspot contacts manually to PD when there is an integration

  2. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

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    Robert Godfrey commented  · 

    This is utterly vital to speeding up contract creation and eliminating repetitive data entry! I couldn't believe this isn't possible with PandaDoc. Would urge you to deliver this functionality asap.

    Robert Godfrey supported this idea  ·