247 results found
-
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
Monthly Recurring Revenue token in HubSpot
Option to have Monthly Recurring Revenue token in HubSpot
3 votes -
3 votes
-
[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
-
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 -
3 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 -
HubSpot variables
If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable
3 votes -
Option to have Send Document EmailL content to be in the Hubspot activity
Option to have Send Document EmailL content to be in the Hubspot activity
3 votes -
Shared with me folder to be available from HubSpot on EV2
Shared with me folder to be available from HubSpot on EV2
3 votes -
3 votes
-
Show "Time to Close" in HubSpot once document has been "completed"
Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.
3 votes -
Connect to Multiple Hubs in Hubspot per workspace
We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.
3 votes -
More role variables (to pass from a HubSpot deal)
The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal
3 votes -
Cross-site tracking
Allow integrations (Hubspot in particular) work without enabling cross-site tracking.
3 votes -
Pass Deal Info From Hubspot Using Zapier
Be able to pass deal information using Zapier and Hubspot
3 votes -
Option to control which templates appear in the PandaDoc iFrame in HubSpot
Ability to limit or filter the templates shown in HubSpot, so only approved or active templates are visible to the users.
2 votes -
Ability to pass the value of the variable as all capital from hubspot
When passing the value from Hubspot to PandaDoc, the Company.Name to appear as FINAL RENTAL instead of Final Rental
2 votes -
Support Formatted Currency Output for Custom and Calculated Fields in HubSpot
Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
value (e.g., 1000)
formatted (e.g., $1,000.00)This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.
2 votes -
Ability to map products to pricing tables and pricing section in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votes
- Don't see your idea?