118 results found
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Pull Data Deal Stage - Ability to customize fields to help with selection.
Under new editor, when selecting deal record from drop down in workflow step, would like ability to customize the fields that re displayed when selecting the deal record to attached to the document. Specifically, they want to include the deal stage.
2 votes -
Unsupported tiered prices from Hubspot
I would like that the integration Pandadoc - Hubspot could support the tiered prices of products from Hubspot. This means that with one product in Hubspot the unit prices changes based on the quantity you add as line item . Now Pandadoc doesn't recognize the prices of the products and its price in the Quote Builder is 0, when in reality it is not.
2 votes -
Support HubSpot graduated tier pricing
Current HubSpot integration does not Support graduated tier pricing - products are passing to the pricing table/quote builder but the price do not.
2 votes -
Wrapper in template builder that converts a plain text token passed through to the Template into HTML
Provide a Wrapper in template builder that converts a plain text token passed through to the Template into HTML (hubspot Rich Text field support)
1 vote -
HubSpot Revenue Hub Support (Contracts Object)
With the launch of HubSpot's New Revenue hub features Pandadoc has become less of a conversation item
While the presentation of a pandadoc proposals that we are able to produce with it are superior to hubspot quotes , Pandadoc has become less of a conversation piece in our conversations with hubspot clients exploring Revenue Hub with hubspot as the current integration doesnt support the contracts Object leading to costly workarounds where it makes more sense to just use HubSpot quotes for those clients.
Suggestion: Add the contracts object to the list of supported objects from which one can interact with…
1 vote -
Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder
I would like to know if billing start date will eventually be available in the quote builder.
3 votes -
Pass custom product fields into pricing table on Template instead of Document using Hubspot
Pass custom product fields into the pricing table on the Template instead of the Document using HubSpot
2 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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Pandadoc CPQ to and document creation available from project and service objects in hubspot
We use projects and Service modules which associate with deal. However sometimes deal has 5 projects in quote and then it creates 5 individu
1 vote -
Syncing PandaDoc Pricing Table Subtotal to HubSpot Contact Property
We would like to request the ability to expose pricing table section-level subtotals as usable variables/tokens that can be mapped and synced to a HubSpot contact property when a document is sent.
2 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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Log the document reminders auto sent to HubSpot
I'd like the document reminders that I specify on my PandaDocs that are automatically sent to get logged back to the relevant records in HubSpot (deal, contact, company). I'm hoping that will show in the Emails and All Activity sections to give me a clearer picture of activity on my Deals.
1 vote -
Map Standard Quickbooks fields
Map Standard Quickbooks fields:
Description
• Service Date
• Product Name
• Amount
• Note to Customer
• Internal Memo2 votes -
HubSpot Automation: sync cost values
Sync the following values from CPQ to HubSpot:
Total One time Costs
Total monthly costs
total quarterly costs
total yearly costs2 votes -
Hubspot PandaDoc Product Catalog Sync
The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.
1 vote -
Pass HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table
This is a common HubSpot ↔ PandaDoc limitation, where you can’t automatically pass a HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table as a percentage today—at least not directly.
2 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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Ability for HubSpot to work with the Service object
Ability for HubSpot to work with the Service object
2 votes -
Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in HubSpot
According to HubSpot, for the widget to appear in the Sales Workspace Deal Sidebar, PandaDoc needs to implement a UI Extension specifically for the location CRM.RECORD.SIDEBAR on the deals object.
Currently, we have to navigate away from the Sales Workspace to the full record view just to access PandaDoc, which disrupts our sales workflow.
Relevant HubSpot Documentation for your developers:
Reference for App Cards & CRM.RECORD.SIDEBAR: https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensibility/app-cards/reference
UI Extensions Overview: https://developers.hubspot.com/docs/apps/legacy-apps/private-apps/build-with-projects/create-ui-extensions
2 votes -
Option to display the Deal Stage or Document Status in the Automations tab
When multiple identical automations are enabled at the template level, there’s no indication of which specific stage or status each one affects. For example, if I need to update the automation that triggers when the status changes to “Approved,” how am I supposed to identify the right one? At the moment, the only option is to open each automation individually to see whether it’s the one I need.
2 votes -
2 way sync: to to pass 2 product with the same SKU in Hubspot
2 way sync to to pass 2 product with the same SKU in Hubspot.
When two identical products (same SKU, name, and price) are added to the same quote section in PandaDoc CPQ, only one instance of the product is synced back to HubSpot. it would be great to have both line items to sync individually, as they appear separately in the PandaDoc quote builder.
2 votes -
HubSpot CPQ: Ability to add CLI
Have the ability to add Content Library Items in the HubSpot CPQ process. At the moment, it's not allowing us to add more pages or a CLI.
2 votes -
Option to control which templates appear in the PandaDoc iFrame in HubSpot
Ability to limit or filter the templates shown in HubSpot, so only approved or active templates are visible to the users.
3 votes
