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Ideas to Improve PandaDoc: Integrations

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pass line items formatting from hubspot

pass line items formatting from hubspot

24 votes

AdminValeryia Baranava (Admin, PandaDoc) shared this idea · Sep 8, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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Aron Schilder commented · March 21, 2025 10:45 AM

Ability to add styling to the products that are imported from the CRM

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Anonymous commented · February 21, 2024 1:03 AM

The capability to aggregate pricing lines items when importing from HubSpot? For example:
In HubSpot - line items for "Rail Tracking" at $2.00, "Rail Invoice Auditing" for $3.00. When imported into a PandaDoc document from HubSpot can the value be shown as only one item name "Rail Services" priced at $5.00?

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AdminValeryia Baranava (Admin, PandaDoc) commented · September 10, 2021 6:10 AM

pull custom line item columns from Hubspot

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