241 results found

1. HubSpot: Push contacts birth dates and custom fields from Company Record

   At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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2. Reqiured Hubspot Deal in Document windows
   2 votes

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3. Ability to edit existing documents through HubSpot

   Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

   6 votes

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4. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c
   2 votes

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5. HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts
   13 votes

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   Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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6. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot
   12 votes

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7. [HubSpot] The "Modified date" field in attached docs
   5 votes

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8. Edit PandaDoc in Draft Status From Within HubSpot Deal

   Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

   9 votes

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9. Cross-site tracking

   Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

   3 votes

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10. Search bar within list of related documents in Hubspot
    2 votes

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11. [zoho] [hubspot] Ability to pull images from CRM to pricing table.
    10 votes

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12. Expand Hubspot iFrame Window

    Ability to expand the iFrame window that pops up when creating a document within Hubspot

    6 votes

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13. ability to link deal value in Hubspot( variable) with Document value
    4 votes

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14. Pass Deal Info From Hubspot Using Zapier

    Be able to pass deal information using Zapier and Hubspot

    3 votes

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15. Choose a folder in which documents created from HubSpot will appear
    5 votes

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16. Ability to bulk download all signed documents from HubSpot
    5 votes

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17. [Hubspot] have a date and time stamp within the document itself
    2 votes

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18. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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19. Hubspot - documents created from an object show up under other objects associated with this object
    2 votes

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20. Hubspot contact in a deal to be auto assigned to a role
    2 votes

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