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  1. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

  2. Sign on Behalf: When Original Signer is OOO

    19 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →

  3. Use Ticket object to create docs from Hubspot

    23 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Mike Madden supported this idea  · 
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    Mike Madden commented  · 

    Currently there exists the capability to "Create Document" at the Deal level. This functionality works well when managing a new agreement (particularly in light of the Automations capability of attaching a Completed Document to its respective HubSpot counterpart.) With an existing agreement, typically Tickets are generated in HubSpot when there is the need to add/modify services. This results in a new document/contract capturing those changes. Once the contract is executed it is attached manually at the Ticket level. If we had the capability to "Create Document" at the ticket level then the contract could be attached via Automations at the same level. Hope this makes sense.