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Ideas to Improve PandaDoc: API & Integrations

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CRM Product fields are passed over tokens/variables

Products from Hubspot can be passed not only over pricing tables but also in the documents itself

15 votes

AdminMasha Kisel (Admin, PandaDoc) shared this idea · February 20, 2020 · Admin →

Idea · July 07, 2021

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Harj Gadhvi commented · November 30, 2021 09:47

Pipedrive Product Amount to be available as a variable/token to select for Pricing Table.

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Harj Gadhvi commented · November 30, 2021 09:44

Ability to pass Products Duration field from Pipedrive into PandaDoc for pricing table calculations.

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Polina Ismailova commented · March 16, 2021 12:39

Have an option to pull product variables from HubSpot, not just deal/company/contact

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