123 results found
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10 votes
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Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.9 votes -
Pull PD analytics back to HubSpot
For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.
9 votes -
Hubspot - set document value
When you create a new pandadoc via the Hubspot plug-in, the value of the pandadoc should be taken as a custom value, based on the amount field in Hubspot
9 votes -
hubspot to pull tokens from multiple objects
Ability to pull tokens from both Deal and Contant records simultaneously
9 votes -
Edit PandaDoc in Draft Status From Within HubSpot Deal
Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.
9 votes -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
8 votes -
Push ALL HubSpot product line items to pricing table in PandaDoc
Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.
8 votes -
HubSpot Access on Document upon Completion
Have the HubSpot integration access in the document when it has been completed.
8 votes -
8 votes
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to disable adding the emails that have been added in CC to the HubSpot contacts
if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.
The client wants to disable this feature.
7 votes -
7 votes
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create hubspot ticket (task) once once PandaDoc is submitted
want to be able to create hubspot ticket (task) once once PandaDoc is submitted (without Zapier, but with the help of the native integration)
7 votes -
Sync HubSpot tokens and the ones in a document
At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company
7 votes -
Import from CRM: Contact Object, Hubspot
Import from CRM for Hubspot for the contact object.
7 votes -
Option to filter documents by integration linked / not linked status
Option to filter documents that is not linked to an Integration.
-will allow the user to filter document that is not linke with Salesforce, HubSpot etc.
6 votes -
Ability to edit existing documents through HubSpot
Ability to edit existing documents through HubSpot integration instead of just PandaDoc.
6 votes -
Expand Hubspot iFrame Window
Ability to expand the iFrame window that pops up when creating a document within Hubspot
6 votes -
Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
5 votes -
Compile documents of merged HubSpot objects
When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.
5 votes
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