201 results found
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Template tags visible in PandaDoc module in HubSpot
Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.
2 votes -
HubSpot fields required to be filled out in order to send PandaDoc document
some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.
2 votes -
HubSpot - show total ARR at the bottom of the pricing table
HubSpot - show total ARR at the bottom of the pricing table
2 votes -
Prevent users from editing the document when they are creating it via HubSpot.
Prevent users from editing the document when they are creating it via HubSpot.
2 votes -
Map hubspot products outside of pricing table
The ability to place/map products on a document rather than only being able to map them to the pricing table.
2 votes -
HubSpot - tokens available on deals for linked/sub/ associated deals
HubSpot - tokens available on deals for linked/sub/ associated deals
2 votes -
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 -
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.2 votes -
2 votes
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2 votes
Lindsey Schocke responded
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Ability to convert signed contract into QuickBooks using HubSpot
Ability to convert signed contract into QuickBooks using HubSpot
2 votes -
2 votes
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2 votes
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Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
Ability to Build lists in HubSpot using PandDoc status option
Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.
2 votes -
2 votes
Valeryia Baranava responded
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The ability to be connected to multiple PandaDoc workspaces in Hubspot.
Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.
2 votes -
PandaDoc Dashboard in CRM
Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab
2 votes -
Ability to create a batch of documents on the fly while creating a document through HubSpot.
Ability to create a batch of documents on the fly while creating a document through HubSpot.
2 votes -
2 votes
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