227 results found
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Upload contracts to a new folder in Google docs with the folder name being created using the Deal Name (or other HubSpot property)
When a contract is completed, I want to upload it to a new client folder on Google Docs. Pandadoc would need to be able to take the Deal Name from HubSpot, know the folder it has to go into in Google Docs (set in advance) but create a new folder based on the HubSpot deal name and save the new contract there.
1 vote -
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
33 votes -
HubSpot Activity will show if a video is played on the document, not just if a document has been viewed
- HubSpot Activity will show up if a video is played on the document
1 vote -
Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
2 votes
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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.
14 votes -
Transfer documents between CRMs - Pipedrive and Hubspot
The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.
1 vote -
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
2 votes -
Ability to convert signed contract into QuickBooks using HubSpot
Ability to convert signed contract into QuickBooks using HubSpot
2 votes -
Push Tax from Hubspot to PandaDoc
Push Tax from Hubspot to PandaDoc
6 votes -
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
1 vote -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
9 votes -
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.
8 votes -
3 votes
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1 vote
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HubSpot: keep the document linked if Deal ID changes
Option to keep document linked in case Deal ID changes
1 vote -
Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.9 votes -
Remove recipients when creating document via Hubspot on iPad
At this point, recipients can't be removed when creating document via Hubspot on iPad. Add the option to remove them for the user.
1 vote -
1 vote
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Send the document in HubSpot via SMS
Send the document in HubSpot via SMS
1 vote
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