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5 results found

  1. Use Ticket object to create docs from Hubspot

    23 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

    An error occurred while saving the comment
    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 (Self-Serve)

    91 votes

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

  3. Change Document Status Within the Document

    70 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →

  4. Modify Dashboard: create filters, hide statuses

    191 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Released  ·  Maria Fomenko responded

    with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

  5. Thumbnail/Preview for pages

    43 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →