123 results found
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2 votes
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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
2 votes -
Remove recipients when creating document via Hubspot on iPad
At this point, recipients can't be removed when creating document via Hubspot on iPad. Add the option to remove them for the user.
1 vote -
Ability to convert signed contract into QuickBooks using HubSpot
Ability to convert signed contract into QuickBooks using HubSpot
2 votes -
1 vote
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Send the document in HubSpot via SMS
Send the document in HubSpot via SMS
1 vote -
CRM Transfer from Hubspot to Zoho
Allow PandaDoc deals from Hubspot to transfer to Zoho
1 vote -
1 vote
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Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Integrations | Using an alternative token in replacement when an original token's value is blank/unknown
We are currently using PandaDoc and HubSpot and we generate documents using their integration.
We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.
For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.
1 vote -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
11 votes -
Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 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 -
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
8 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.
13 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.
7 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
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