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  1. Export Field Data into CSV or Excel file

    137 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  2. to disable adding the emails that have been added in CC to the HubSpot contacts

    8 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    An error occurred while saving the comment
    Vincent Eckert commented  · 

    This is really a critical thing, when trying to automate Contact creation based on fillouts of a pandadoc youll always get errors because the mail is existing already.

    If the from pandadoc created contacts would be associated to the deal, this would not be a problem at all

    Vincent Eckert supported this idea  · 

  3. Rooms <> HubSpot: when a document created via HubSpot is Signed through PandaDoc, a Room opens for all participants to upload documents

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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