219 results found
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Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object
I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).
2 votes -
Sync PandaDoc to update properties details in HubSpot
To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name
4 votes -
Set HubSpot property value based on selection in PandaDoc document
In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".1 vote -
HubSpot deal created automatically once a document is completed
HubSpot deal is created automatically once a document is completed
3 votes -
Program a date/time to send a document from HubSpot
Program a date/time to send a document from Hubspot
1 vote -
Pass values from HubSpot if the field is not added to About this deal section
Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal
1 vote -
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template.
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template
1 vote -
Integrate with HubSpot payment cart
Integrate payments using the HubSpot payment cart
1 vote -
HubSpot automation: when a meeting is booked, a PandaDoc document is sent
When a meeting is booked in Hubspot, a PandaDoc document is automatically sent
2 votes -
Automatically pre-assign a template role with the contact owner email from HubSpot
Automatically pre-assign a template role with the contact owner email from HubSpot
1 vote -
Chat function integration w/ Hubspot
The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
Flow:
Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.1 vote -
Document sequence number token appears in template name when creating a document through HubSPot
Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.
1 vote -
5 votes
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Request for Member Users' Document Visibility in HubSpot
Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc
1 vote -
Hubspot automations: more options to trigger the 'update line items' task
More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation
3 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
3 votes -
HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
5 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes -
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
(now it's YYYY-MM-DD by default and there's no way to change it).
6 votes -
HubSpot automations: update recurring billing date for line item
Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations
1 vote
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