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Ideas to Improve PandaDoc: Integrations - HubSpot

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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

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AdminMasha Kisel (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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  • 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.