232 results found
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1 vote
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Send document directly from the Hubspot to the customers avoiding Draft option
It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.
3 votes -
Option to filter documents by integration linked / not linked status
Option to filter documents that is not linked to an Integration.
-will allow the user to filter document that is not linke with Salesforce, HubSpot etc.
6 votes -
2 votes
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LaborEdge
LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.
1 vote -
Option using zapier to update catalog items
Option using zapier to update catalog items
- this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
4 votes -
Data Merge Pricing Table: Change the date format
I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.
If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state
4 votes -
1 vote
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1 vote
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Use Ticket object to create docs from Hubspot
Should be possible to use ticket object to create docs from Hubspot
17 votes -
Send a recipient link via Zapier as a reminder notification from Hubspot
send reminder via Zapier when the HubSpot in Zap
1 vote -
Create one quote using multiple deals in HubSpot
Is it possible to create one quote using multiple deals? What I’m curious about is if a PandaDoc quote allows you to include all of the products from multiple HubSpot deals to appear in the editable pricing table of a single quote? Rather than creating separate quotes for each deal.
10 votes -
3 votes
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Compile documents of merged HubSpot objects
When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.
5 votes -
pass line items formatting from hubspot
pass line items formatting from hubspot
22 votes -
1 vote
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The ability to map a discount set in a flat amount for a Text field with Hubspot.
Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).
2 votes -
disable PandaDoc module in Hubspot object
ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents
3 votes -
Rule allowing to assign specific contacts from Hubspot to Pandadoc documents
The ability to assign only specific contacts associated with Hubspot deal
the rest contacts that do not match the rule will not be added to the document10 votes -
Automated workflow in Hubspot based on variables (see the description for more details)
"We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"
2 votes
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