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5 results found

  1. Use Ticket object to create docs from Hubspot

    17 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Jason Levash commented  · 

    It would be helpful for us to be able to create a PandaDoc for a ticket. As we work through the HubSpot ticket pipeline, we need to send an agreement to a client to engage with the service, like a non-disclosure, to support them.

    Jason Levash supported this idea  · 

  2. Export Contacts List

    84 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  3. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  4. Change Document Status Within the Document

    68 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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  5. Additional permissions/settings for document status

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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