256 results found
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1 vote
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[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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Send a recipient link via Zapier as a reminder notification from Hubspot
send reminder via Zapier when the HubSpot in Zap
1 vote -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
11 votes -
1 vote
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Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
14 votes -
to disable adding the emails that have been added in CC to the HubSpot contacts
if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.
The client wants to disable this feature.
13 votes -
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 -
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 -
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 -
2 votes
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HubSpot form to download a PandaDoc to see readership statistics
Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?
1 vote -
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 -
1 vote
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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
6 votes -
HubSpot merge rules: automatically create table section for each category specified in CRM
To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.
1 vote -
1 vote
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Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
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]
5 votes -
3 votes
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