236 results found
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Update a HubSpot property with a document reference number when a document status is changed
Update a Hubspot property with a document reference number.
2 votes -
Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025
When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.
Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…
3 votes -
Update Last Modified date when the doc is relinked to a different CRM Object
Currently the last modified date of the document is not changed when the doc is relinked to a different CRM object. And this is huge in our case because that way we are just losing to the to to the deal basically because since we are fetching only those documents on the daily basis which were last modified for the last previous day, we are not catching those that have been for some reason like switch to the different object and on our side in the analytics part, it creates a lot of the head edge. Our expectation is that…
3 votes -
Data from a single PandaDoc field to be distributed across multiple HubSpot properties
A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.
2 votes -
Ability to pass line item image from HubSpot
Ability to pass line item image from HubSpot
2 votes -
Ability to Pull Values from Non-Primary Companies in Deal Records
Enable the integration to capture values from non-primary companies associated with deals, allowing users to set conditions or use labels to determine which company's data should be pulled.
2 votes -
Ability to pull the document completion date (when all recipients have completed the document) from PandaDoc into HubSpot.
Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.
2 votes -
HubSpot CPQ Conditional approval based the variable:
HubSpot CPQ Conditional approval based the variable:
want to offer a trial and we write that language into, the contract or whatever. And we have a variable for trial length if it's 30 days or less, no approval, if it's more than 30 days needs approval. We want that to be free for the rep to set as they're generating the quote. That way they don't have to know for example, that they need to click the needs approval workflow, because, that's our blanket solution right now, which is, in this workflow, it just needs approval because, you are asking…2 votes -
Auto-populate name in the email based on Hubspot contacts
Auto-populate name in the email based on Hubspot contacts
2 votes -
Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.
Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.
1 vote -
Allow mapping to different HubSpot fields in pricing table
Allow mapping to different HubSpot fields in pricing table:
This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
We have a double work load with every sale due to this restriction.1 vote -
HubSpot: set variables format in PandaDoc without the change in HubSpot
The ability to set up a code in PandaDoc, wherein you can change the format of tokens in PandaDoc without changing the format of tokens in HubSpot.
Example:
The value token in HubSpot is lower case but you set that the value is pulled in all caps to PandaDoc2 votes -
HubSpot Syncing on Contact Records
Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.
3 votes -
Recipient Groups in Hubspot
Recipient Groups are currently not working when creating documents from Hubspot. Are there any plans to add this functionality to our Hubspot integration, similar to how it works in Salesforce?
1 vote -
Allow HubSpot field mapping in Content Library items
Currently you can only map properties to HubSpot from templates. I'm making a template with a lot of conditional logic which requires me to create Content Library items as building blocks. I would really like to be able to map my questions in these building blocks to HubSpot properties.
1 vote -
Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates
When creating a document, we get to automatically populate fields by mapping the relevant hubspot properties.
Hubspot now has support for 'Sensitive' and 'Highly Sensitive' properties which contain details like payment cards, government ID's etc. These properties are not available currently as tokens to be mapped into PandaDoc.
It's a hassle, because everything comes over, and then we have to manually copy all the 'sensitive data'.
In my search of a solution, Hubspot's documentation says that PandaDoc development needs to request access to these new sensitive and highly sensitive property 'Scopes' in order to allow mapping tokens to be used.
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2 votes -
Customize wording in quote builder (Select/Selected) , single/multiple item selection
The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
That way the sender can let the recipient know what their "Suggestion" is etc.3 votes -
2 votes
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Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
3 votes -
Update HubSpot Property With a Custom Value When Document Status Changes
A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.
3 votes
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