107 results found
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Use Ticket object to create docs from Hubspot
Should be possible to use ticket object to create docs from Hubspot
23 votesValeryia Baranava responded
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Use workflow trigger from Hubspot to update deal status once a document has been signed
Use workflow trigger from Hubspot to update deal status once a document has been signed
5 votes -
Pass description formatting from CRM
We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines
3 votes -
pass tokens HubSpot to PD forms
pass tokens HubSpot to PD forms
13 votes -
pass line items formatting from hubspot
pass line items formatting from hubspot
26 votes -
4 votes
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Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
21 votes -
Conditional logic for Hubspot
Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is
6 votes -
2 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Delete Document within CRM iframe
The customer would like to be able to delete a document within the Hubspot deal and then have that document deleted in PandaDoc as well. This would save them time
4 votes -
19 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes -
hubspot to pull tokens from multiple objects
Ability to pull tokens from both Deal and Contant records simultaneously
10 votes -
Allow to use templates from different workspace in HubSpot without switching workspaces
It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).
20 votes -
Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
88 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Cross-site tracking
Allow integrations (Hubspot in particular) work without enabling cross-site tracking.
3 votes -
14 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Hubspot workflow
Any plans for Hubspot Workflow?
55 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously
It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.
Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…
51 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc
Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.
18 votes
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