141 results found
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Products are passed from Hubspot to PandaDoc without the line item description
The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.
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Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
4 votesHi,
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!
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3 votes
You can now use ActiveCampaign with PandaDoc!
Here are the details:
https://support.pandadoc.com/hc/en-us/articles/6376159490711
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Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.
The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.
3 votesYou can connect a different HubSpot account to each workspace on your account.
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3 votes
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Automatically pull images into PandaDoc
Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.
3 votes -
pass variables/a variable to the document name through zapier
pass variables/a variable to the document name through zapier
3 votes -
Sections in Ev2 pricing table via API
Multiple sections in pricing tables Ev2 (API).
3 votes -
HubSpot: Token Information to Populate in Fields and Editable by Signers
Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.
3 votesHi,
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!
Passing information from HubSpot into PandaDoc (via fields)
Update Deal properties in HubSpot when PandaDoc document status changed
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3 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!
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Retrigger webhook
The option to re-trigger webhooks.
3 votes -
Ability to change tokens format in Microsoft Dynamics
For example, the date
3 votes -
3 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!
Link a document to an Opportunity in Salesforce -
3 votes
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3 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!
Send product information to a quote builder block in PandaDoc
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3 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!
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[Greenhouse] Take Hiring manager contact information from the Offer object
Take Hiring manager contact information from the Offer object (for now only Candidate is available).
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now map the Hiring Manager and Recruiter objects to the Roles in your templates.Click here to learn more: Connect the Recipient Roles
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2 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!
Update, add, and remove line items in HubSpot whenever a document status changed
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Import Google contacts
live sync with Google contacts
2 votes -
Pass taxes from hubspot to PD document
It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.
2 votesHi,
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!
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