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Ideas to Improve PandaDoc: API & Integrations

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save template's name when creating a document from a Hubspot deal

save template's name when creating a document from a Hubspot deal

16 votes

Yuliya Tsiushkevich shared this idea · October 06, 2020 · Admin →

Idea · July 07, 2021

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Yuliya Tsiushkevich commented · December 17, 2021 14:42

keep both template and object names when creating a document in Hubspot

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Solomiia Mereniuk commented · November 11, 2021 15:52

how can I customize the document name when created from a hubspot contact?

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Solomiia Mereniuk commented · June 22, 2021 11:46

want to be able to map the name of the document created from Hubspot instead of having it auto-changed to the name of the object in HubSpot

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