Settings and activity
9 results found
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48 votes
An error occurred while saving the comment Jade Engelbrecht supported this idea ·
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12 votes
An error occurred while saving the comment Very disappointing that this functionality is not available to EU users. Not having access to this serious hinders our experience of the product, especially given the fact that when we trialed the product prior to purchasing licences and this was available in the trial.
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4 votes
An error occurred while saving the comment Very disappointing that this functionality is not available to EU users. Not have access to this serious hinders our experience of the product
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19 votes
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.
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21 votes
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46 votes
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
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117 votes
Hi there. Thank you for submitting this idea! 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!
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254 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment having visible page numbers on the web version of the doc is a critical requirement when drafting proposals to enable us to refer to specific pages which can then be easily identified.
I cannot believe such a simple request, that would have high impact, first made in 2020 has still not been addressed.
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330 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Allow PandaDoc documents to be associated directly with HubSpot Company records, not only Deal records.
Current Limitation
At the moment, PandaDoc documents can only be linked to HubSpot Deals. This creates friction for teams that manage long-term relationships at the Company level rather than through individual Deals.
Requested Enhancement
Enable PandaDoc documents to be linked to HubSpot Company objects, with the ability to:
Associate documents directly with Company records
View all related PandaDoc documents within the Company timeline
Optionally sync document status and metadata (sent, viewed, signed, value, date) to Company properties
Why This Matters
Many B2B organizations operate with:
Multiple deals per company over time
Long sales cycles or framework agreements
Pre-sales documents, NDAs, MSAs, SOWs, and renewals that are not tied to a single deal
Linking documents only to deals makes it difficult to maintain a complete commercial and legal history at the company level.
Business Impact
Improved visibility of all commercial documents per customer
Better collaboration between sales, partnerships, and account management teams
Reduced duplication of documents across multiple deals
Cleaner HubSpot data model aligned with account-based selling
Example Use Cases
Storing an NDA or MSA against a Company before any deal exists
Tracking multiple SOWs across different deals under one Company
Allowing account managers to quickly review historical agreements at the Company level