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  1. Emails sent from PandaDoc to be copied into HubSpot

    7 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    pblake commented  · 

    Having the emails copied into HubSpot, using the BCC email, or another way, is incredibly helpful for reps to track what they have already communicated regarding the quote through HubSpot, rather than having to go into PandaDoc.

    pblake supported this idea  · 

  2. Send the document automatically after approval

    82 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, 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.