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8 results found

  1. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    113 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Ollie Stacey supported this idea  · 

  2. HubSpot Access on Document upon Completion

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Ollie Stacey supported this idea  · 

  3. Ability to pull contact tokens from Hubspot deal

    45 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. 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!

    Ollie Stacey supported this idea  · 

  4. pass line items formatting from hubspot

    19 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Ollie Stacey supported this idea  · 

  5. Hubspot - set document value

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Ollie Stacey supported this idea  · 

  6. Hubspot workflow

    48 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Ollie Stacey supported this idea  · 

  7. Ability to customize system variables like the document reference number

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Ollie Stacey supported this idea  · 

  8. HubSpot: keep product list order

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Ollie Stacey commented  · 

    Shouldn't be optional - it really needs to pull in the order from HubSpot by default!!!

    Ollie Stacey supported this idea  ·