241 results found
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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 -
HubSpot 2-way sync: ability to pull back info from variables to HubSpot
Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.
8 votes -
1 vote
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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 -
Update Hubspot Property with Document Sequence number when completed
We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.
8 votes -
Emails sent from PandaDoc to be copied into HubSpot
It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.
7 votes -
Ability to create a report on the number of agreements signed in relation to HubSpot variables
Ability to create a report on the number of agreements signed in relation to HubSpot variables, such as organization size
2 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 -
A report of all documents created in PandaDoc showing the associated Hubspot deal
Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from
4 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 -
Move "Create Document" button in Hubspot Above the document list.
As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.
So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".
Would be great to have this button moved up - above.
20 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 -
45 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
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