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8 results found

  1. Set max number of items in Volume-based Pricing

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Sync Pricing Table with Hubspot Deal Amount

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  3. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  4. Keep the date field formatting when passing HubSpot line item that has a billing start date field.

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Nancy Rana commented  · 

    Quick question here. Can we have date picker field type custom property in the products, that when updated on the PandaDoc can be passed to HubSpot in our preferred format (mine is MM/DD/YYYY) ??
    If yes, please let me know. If not, then I would like this use case of mine to be considered for product updates idea requests.

    Nancy Rana supported this idea  · 

  5. Lock fields position on a template/document

    49 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Nancy Rana supported this idea  · 

  6. Categorize / Group PandaDoc contacts

    33 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Nancy Rana commented  · 

    It's definitely needed. In order to be able to differentiate between User's data/clients/ partners/vendors/candidates, etc.

    Nancy Rana supported this idea  · 

  7. Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM

    16 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  8. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    83 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  Molly Abrams 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!