Skip to content
← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: API & Integrations

Categories

(thinking…)

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

20 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminMasha Kisel (Admin, PandaDoc) shared this idea  ·   ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Idea  · 

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Beau McCoy commented  · 

    This is critical! How can you build a proposal without line items! Please add this immediately!

  • Emily Gould commented  · 

    Annual recurring revenue variable is not appearing due to it being related to Line items. Please create line item tokens that can be used with the HubSpot<>PandaDoc integration.

  • Harj Gadhvi commented  · 

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

  • Harj Gadhvi commented  · 

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