119 results found
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Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
88 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
62 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Hubspot workflow
Any plans for Hubspot Workflow?
55 votesWe 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.
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Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously
It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.
Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…
51 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
50 votesWe 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.
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49 votes
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.
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Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
33 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!
https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/
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pass line items formatting from hubspot
pass line items formatting from hubspot
26 votesValeryia Baranava responded
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Use Ticket object to create docs from Hubspot
Should be possible to use ticket object to create docs from Hubspot
23 votesHi,
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.
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CRM Product fields are passed over tokens/variables
Products from Hubspot can be passed not only over pricing tables but also in the documents itself
23 votes -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
21 votes -
An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
20 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!
Send product information to a pricing table in PandaDoc (new experience)
Send product information to a pricing table in PandaDoc (classic experience)
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Allow to use templates from different workspace in HubSpot without switching workspaces
It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).
20 votes -
Select default template to use within CRM / Choose which templates will show through PandaDoc iframe in CRM
Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce
20 votes -
19 votes
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.
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
18 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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Hubspot mobile app
Ability to use the hubspot mobile app with PandaDoc
17 votes -
HubSpot: Preserve formatting when syncing rich text fields
Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.
15 votes -
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
15 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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to disable adding the emails that have been added in CC to the HubSpot contacts
if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.
The client wants to disable this feature.
15 votes
