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7 results found

  1. pass line items formatting from hubspot

    26 votes

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

    Ability to add styling to the products that are imported from the CRM

  2. Auto-reminders: customize the text in reminder message

    344 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →

  3. Two way sync with HubSpot

    17 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →

  4. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    88 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →

  5. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    379 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.

    Here's how it works:

    1. Open a sent document.

    2. Navigate to the settings of a recipient who hasn’t signed the document yet.

    3. Click the action button:

    – "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).

    – "Change signer" to reassign fields to another signer.

    – "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.

    For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.

    Thank you,

    Igor Stefaniuk | Principal Product Manager

  6. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

    203 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

  7. Volume-based Pricing (formerly Tiered pricing)

    111 votes

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    13 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature “Volume based pricing” has been released. Please see this link for more information: Volume based pricing.

    Have a wonderful day!