215 results found
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Pass specific currency formatting to PandaDoc
At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.
This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.
7 votes -
Emails sent from PandaDoc to be copied into HubSpot
It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.
7 votes -
7 votes
Valeryia Baranava responded
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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 -
Formatting properties as percentages
HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).
6 votes -
Automations with Hubspot: automatically send document when deal stage changes
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
6 votes -
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
(now it's YYYY-MM-DD by default and there's no way to change it).
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
6 votes -
Data Merge Pricing Table: Change the date format
I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.
If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state
6 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 -
6 votes
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Conditional logic for Hubspot
Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is
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 -
Customize wording in quote builder (Select/Selected) , single/multiple item selection
The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
That way the sender can let the recipient know what their "Suggestion" is etc.5 votes -
Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients
The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.
5 votes -
Sync PandaDoc to update properties details in HubSpot
To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name
5 votes -
HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
5 votes
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