259 results found
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HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
5 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes -
A report of all documents created in PandaDoc showing the associated Hubspot deal
Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from
5 votes -
5 votes
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Use HubSpot properties to assign recipients to the role
When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
Option to fill the signers (recipients) based on custom properties5 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]
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 -
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".
5 votes -
Use workflow trigger from Hubspot to update deal status once a document has been signed
Use workflow trigger from Hubspot to update deal status once a document has been signed
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 -
signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes -
5 votes
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5 votes
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5 votes
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Support Formatted Currency Output for Custom and Calculated Fields in HubSpot
Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
value (e.g., 1000)
formatted (e.g., $1,000.00)This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.
4 votes -
Access 'Sensitive' & 'Highly Sensitive' Data tokens for Auto-populating Templates
When creating a document, we get to automatically populate fields by mapping the relevant hubspot properties.
Hubspot now has support for 'Sensitive' and 'Highly Sensitive' properties which contain details like payment cards, government ID's etc. These properties are not available currently as tokens to be mapped into PandaDoc.
It's a hassle, because everything comes over, and then we have to manually copy all the 'sensitive data'.
In my search of a solution, Hubspot's documentation says that PandaDoc development needs to request access to these new sensitive and highly sensitive property 'Scopes' in order to allow mapping tokens to be used.
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4 votes -
Pass values from HubSpot along with currencies to the document
Pass values from HubSpot along with currencies to the document
4 votes -
HubSpot: setup variable formatting
HubSpot variable should have capability to exclude values of zeroes after the decimal point
4 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
4 votes -
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
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