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12 results found

  1. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes
    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Support HubDo shared this idea  · 

  2. Update HubSpot Deal Products with changes made in Pricing Table

    5 votes
    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  3. HubSpot Access on Document upon Completion

    8 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Support HubDo supported this idea  · 

  4. Hubspot workflow

    51 votes
    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Support HubDo supported this idea  · 
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    Support HubDo commented  · 

    I love that automations are coming within PandaDoc (currently closed beta https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GHCSB8K0AA1YZ6RJCN2Y7X89) , but also want to see hooks within HubSpot workflows so that many other actions can be controlled within HubSpot workflows. The workflows have intelligence on contacts, company, deal and other Operations Hub actions.

  5. General API key

    9 votes
    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Support HubDo supported this idea  · 
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    Support HubDo commented  · 

    We struggle to manage user licenses for over 300 users spread across many different workspaces. Today the only way is to "scrape" the browser view of "Admin Panel Users" and Admin Panel Invites", then parse that information to attribute users and guests to license consumption. We no means to periodically poll and detect when a new user is added. We tried triggering based on the "new user" email notification, but that only appears when the user accepts an invite to that workspace the first time. We need a organization wide API key, plus API calls to "list workspaces", "list users in the organization" "List Invites (if not included in List Users", and to traverse workspaces to then use the rest of the per-workspace API calls. I'd be happy to elaborate if it helps escalate this feature request, thanks Pete.

  6. Disable collaborator button.

    14 votes
    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  7. Conditional Content Based on Pages

    11 votes
    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    An error occurred while saving the comment
    Support HubDo commented  · 

    We love the idea of smart conditional content, as we have hundreds of users who would benefit.
    But since the rollout of EV2, most content library items are discrete pages instead of content blocks.
    We cannot use the new conditional content features yet, becuase the placeholder is on page. We need the placeholder between pages. thank you :)

    Support HubDo supported this idea  · 

  8. Set Variable formatting passed from CRM (commas in variables)

    127 votes
    15 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!

    Thanks for your suggestions – they're helping us make our platform better for everyone.

  9. Ability to track the remaining number of licenses

    2 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  10. [Partner] Restrict workspaces from adding more licenses than allotted

    3 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  11. Add value on textfields using CRM variables

    5 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  12. Custom font weight

    10 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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