118 results found
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Pass HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table
This is a common HubSpot ↔ PandaDoc limitation, where you can’t automatically pass a HubSpot “Rate Percentage %” line-item property into PandaDoc’s Quote Builder / Pricing Table as a percentage today—at least not directly.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ability for HubSpot to work with the Service object
Ability for HubSpot to work with the Service object
2 votes -
Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in HubSpot
According to HubSpot, for the widget to appear in the Sales Workspace Deal Sidebar, PandaDoc needs to implement a UI Extension specifically for the location CRM.RECORD.SIDEBAR on the deals object.
Currently, we have to navigate away from the Sales Workspace to the full record view just to access PandaDoc, which disrupts our sales workflow.
Relevant HubSpot Documentation for your developers:
Reference for App Cards & CRM.RECORD.SIDEBAR: https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensibility/app-cards/reference
UI Extensions Overview: https://developers.hubspot.com/docs/apps/legacy-apps/private-apps/build-with-projects/create-ui-extensions
2 votes -
Option to display the Deal Stage or Document Status in the Automations tab
When multiple identical automations are enabled at the template level, there’s no indication of which specific stage or status each one affects. For example, if I need to update the automation that triggers when the status changes to “Approved,” how am I supposed to identify the right one? At the moment, the only option is to open each automation individually to see whether it’s the one I need.
2 votes -
2 way sync: to to pass 2 product with the same SKU in Hubspot
2 way sync to to pass 2 product with the same SKU in Hubspot.
When two identical products (same SKU, name, and price) are added to the same quote section in PandaDoc CPQ, only one instance of the product is synced back to HubSpot. it would be great to have both line items to sync individually, as they appear separately in the PandaDoc quote builder.
2 votes -
HubSpot CPQ: Ability to add CLI
Have the ability to add Content Library Items in the HubSpot CPQ process. At the moment, it's not allowing us to add more pages or a CLI.
2 votes -
HubSpot CRM: ability to pass zero in the variable when it is the first digit of the number
ensure that the number 0 (zero) is not removed when it is the first digit in the data passed to PandaDoc as a variable. Currently, it appears that PandaDoc automatically excludes the zero when it is the first digit, which is essential for accurate data representation
2 votes -
Ability to pass the value of the variable as all capital from hubspot
When passing the value from Hubspot to PandaDoc, the Company.Name to appear as FINAL RENTAL instead of Final Rental
2 votes -
Ability to map products to pricing tables and pricing section in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Data from a single PandaDoc field to be distributed across multiple HubSpot properties
A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.
2 votes -
Ability to Pull Values from Non-Primary Companies in Deal Records
Enable the integration to capture values from non-primary companies associated with deals, allowing users to set conditions or use labels to determine which company's data should be pulled.
2 votes -
Ability to pull the document completion date (when all recipients have completed the document) from PandaDoc into HubSpot.
Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.
2 votes -
HubSpot CPQ Conditional approval based the variable:
HubSpot CPQ Conditional approval based the variable:
want to offer a trial and we write that language into, the contract or whatever. And we have a variable for trial length if it's 30 days or less, no approval, if it's more than 30 days needs approval. We want that to be free for the rep to set as they're generating the quote. That way they don't have to know for example, that they need to click the needs approval workflow, because, that's our blanket solution right now, which is, in this workflow, it just needs approval because, you are asking…2 votes -
Allow mapping to different HubSpot fields in pricing table
Allow mapping to different HubSpot fields in pricing table:
This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
We have a double work load with every sale due to this restriction.2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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HubSpot - show total ARR at the bottom of the pricing table
HubSpot - show total ARR at the bottom of the pricing table
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Map hubspot products outside of pricing table
The ability to place/map products on a document rather than only being able to map them to the pricing table.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Set HubSpot property value based on selection in PandaDoc document
In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update Deal properties in HubSpot whenever a document's status changes
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change the HubSpot deal status when the document is approved
change the HubSpot deal status when the document is approved
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Change HubSpot deal stage whenever a document’s status is updated
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pass information from PandaDoc to HubSpot
Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update Deal properties in HubSpot when PandaDoc document status changed
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2 votes
