Settings and activity
8 results found
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11 votes
Reid Anderson shared this idea ·
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41 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://support.pandadoc.com/hc/en-us/articles/360021662573-HubSpot-CRM#2
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129 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Reid Anderson supported this idea ·
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131 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Reid Anderson supported this idea ·
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227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
Reid Anderson supported this idea ·
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
Reid Anderson supported this idea ·
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362 votes
Document Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
An error occurred while saving the comment An error occurred while saving the comment Reid Anderson commented
This allows you to send a group of docs - each needing to be signed - in one packet. Rather than individually or by merging them all in one template like you'd have to do in PandaDoc.
They're a payroll company and need this because they have 30 or so different templates and need new onboarding clients to fill out 3-5 of them, in varying combinations depending on the client. Hellosign can do it. It's both cheaper and easier to manage.
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6 votes
An error occurred while saving the comment Reid Anderson commented
Want the quote value in a PandaDoc to flow back into HubSpot properties/fields automatically.
Want template bundling where you can send a bundle of different templates at once but not as one doc as separate docs. DocuSIgn and Hellosign can do this.