232 results found
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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 -
CRM Transfer from Hubspot to Zoho
Allow PandaDoc deals from Hubspot to transfer to Zoho
1 vote -
Monthly Recurring Revenue token in HubSpot
Option to have Monthly Recurring Revenue token in HubSpot
3 votes -
1 vote
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Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Use HubSpot properties to assign recipients to the role
When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
Option to fill the signers (recipients) based on custom properties4 votes -
Integrations | Using an alternative token in replacement when an original token's value is blank/unknown
We are currently using PandaDoc and HubSpot and we generate documents using their integration.
We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.
For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.
1 vote -
3 votes
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ability to show/hide one of the descriptions based on a language property in HubSpot
ability to show/hide one of the descriptions based on a language property in HubSpot
1 vote -
[HubSpot CRM] Searchable and selectable tokens on the PandaDoc side
An option to search and select tokens from HubSpot CRM on the PandaDoc side
3 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to victoria.solovey@pandadoc.com
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1 vote
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Setup which PandaDoc activities are shown in HubSpot activity feed
Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.
1 vote -
1 vote
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Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
Ability to Build lists in HubSpot using PandDoc status option
Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.
2 votes -
Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
5 votes
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