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Ideas to Improve PandaDoc: Integrations - HubSpot

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pass line items formatting from hubspot

pass line items formatting from hubspot

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AdminValeryia Baranava (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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  • Anonymous commented  · 

    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?