123 results found
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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 -
[Hubspot] Create a document from a predefined object in Hubspot only
A customer wants to decide in which object their sales team is able to create documents.
5 votes -
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
5 votes -
5 votes
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5 votes
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5 votes
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Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
Option using zapier to update catalog items
Option using zapier to update catalog items
- this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
4 votes -
Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot
From a customer, "you should be able to put a label on a variable".
4 votes -
update a deal status in hubspot when using a bulk send
update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.
4 votes -
Merge rules for Line Items populated from Hubspot
Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments
4 votes -
signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
4 votes -
Migrate all the documents from PandaDoc to Hubspot
A direct file migration with functionality to Hubspot
4 votes -
HubSpot: Push contacts birth dates and custom fields from Company Record
At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot
4 votes -
4 votes
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Transfer documents from Hubspot to Salesforce
Automatic document transfer from Hubspot to Salesforce.
4 votes -
Send document directly from the Hubspot to the customers avoiding Draft option
It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.
3 votes -
3 votes
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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
3 votes -
disable PandaDoc module in Hubspot object
ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents
3 votes
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