118 results found

1. Pass cost with Hubspot product mapping
   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

2. The ability to be connected to multiple PandaDoc workspaces in Hubspot.

   Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

3. PandaDoc Dashboard in CRM

   Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

4. Ability to create a batch of documents on the fly while creating a document through HubSpot.

   Ability to create a batch of documents on the fly while creating a document through HubSpot.

   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Valeryia Baranava responded

5. Sync Pricing Table with Hubspot Deal Amount

   It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
   Thanks

   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. 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!

6. HubSpot : Mapping of Custom date field in pricing table
   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. 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!

7. Wrapper in template builder that converts a plain text token passed through to the Template into HTML

   Provide a Wrapper in template builder that converts a plain text token passed through to the Template into HTML (hubspot Rich Text field support)

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

8. HubSpot Revenue Hub Support (Contracts Object)

   With the launch of HubSpot's New Revenue hub features Pandadoc has become less of a conversation item

   While the presentation of a pandadoc proposals that we are able to produce with it are superior to hubspot quotes , Pandadoc has become less of a conversation piece in our conversations with hubspot clients exploring Revenue Hub with hubspot as the current integration doesnt support the contracts Object leading to costly workarounds where it makes more sense to just use HubSpot quotes for those clients.

   Suggestion: Add the contracts object to the list of supported objects from which one can interact with pandadoc so HubSpot partners can feel confidant in recommending pandadoc to revenue hub customers again

   With the launch of HubSpot's New Revenue hub features Pandadoc has become less of a conversation item

   While the presentation of a pandadoc proposals that we are able to produce with it are superior to hubspot quotes , Pandadoc has become less of a conversation piece in our conversations with hubspot clients exploring Revenue Hub with hubspot as the current integration doesnt support the contracts Object leading to costly workarounds where it makes more sense to just use HubSpot quotes for those clients.

   Suggestion: Add the contracts object to the list of supported objects from which one can interact with… more

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

9. Pandadoc CPQ to and document creation available from project and service objects in hubspot

   We use projects and Service modules which associate with deal. However sometimes deal has 5 projects in quote and then it creates 5 individu

   1 vote

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

10. Log the document reminders auto sent to HubSpot

    I'd like the document reminders that I specify on my PandaDocs that are automatically sent to get logged back to the relevant records in HubSpot (deal, contact, company). I'm hoping that will show in the Emails and All Activity sections to give me a clearer picture of activity on my Deals.

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

11. Hubspot PandaDoc Product Catalog Sync

    The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

12. Support for 3-Object Token Merges and Custom Object Sync in HubSpot

    We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).

    We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.

    Can you please request or enable:

    The ability to pull tokens from three associated HubSpot objects, and

    Support for syncing and using tokens from custom objects like our “Suites” object?

    This would help us generate complete lease documents directly from HubSpot.

    Thank you!

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

13. Automations: update the HubSpot deal value based of the subtotal with the discount

    To update the HubSpot amount value based of the subtotal with the discount.

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

14. Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    Automatically sync HubSpot contacts' data with PandaDoc to send documents via SMS.

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

15. Allow HubSpot field mapping in Content Library items

    Currently you can only map properties to HubSpot from templates. I'm making a template with a lot of conditional logic which requires me to create Content Library items as building blocks. I would really like to be able to map my questions in these building blocks to HubSpot properties.

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

16. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

    Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

    Detailed Description:

    Trigger Event:

    When a PandaDoc document, created using a designated template, reaches a "completed" status.
    Action in HubSpot:

    Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
    Workflow Activation:

    The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending follow-up emails, updating deal stages, notifying team members, or other custom processes.
    Benefits:

    Streamlined Processes: Eliminates the need for manual updates between PandaDoc and HubSpot, saving time and reducing errors.
    Enhanced Automation: Enables more sophisticated and responsive workflows in HubSpot based on real-time document status.
    Improved Tracking: Provides clear visibility into the status of documents directly within HubSpot, facilitating better decision-making and customer management.
    Use Case Example:

    A sales team sends a proposal using a specific PandaDoc template. Once the client signs and completes the document, the integration updates the "Proposal Status" dropdown in HubSpot to "Completed." This change triggers a workflow that moves the deal to the next stage, sends a thank-you email to the client, and notifies the account manager to initiate the onboarding process.

    Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

    Detailed Description:

    Trigger Event:

    When a PandaDoc document, created using a designated template, reaches a "completed" status.
    Action in HubSpot:

    Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
    Workflow Activation:

    The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending… more

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    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

17. Pull currency from Hubspot

    Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly

    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    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!

    HubSpot changelog

18. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.
    1 vote

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    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