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5 results found

  1. CRMs (Salesforce, Hubsport, Pipedrive, etc) integrate / connect with PandaDoc Forms

    66 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Kyle Sutton supported this idea  · 

  2. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    51 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Kyle Sutton commented  · 

    Wanted to second this - some of our hubspot companies that we create documents for do not have deals, so if we are importing old documents we still want to be able to see the agreement

    Kyle Sutton supported this idea  · 

  3. Add the chat feature back in the new editor

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Kyle Sutton commented  · 

    I second this, this is super important to my team's collaboration!

    Kyle Sutton supported this idea  · 

  4. Inline comments in templates

    31 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Kyle Sutton supported this idea  · 

  5. Pull Data Fields from documents via API or Webhooks

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Kyle Sutton supported this idea  ·