254 results found
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Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
3 votes -
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
Monthly Recurring Revenue token in HubSpot
Option to have Monthly Recurring Revenue token in HubSpot
3 votes -
3 votes
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[HubSpot CRM] Searchable and selectable tokens on the PandaDoc side
An option to search and select tokens from HubSpot CRM on the PandaDoc side
3 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to victoria.solovey@pandadoc.com
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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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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 -
HubSpot variables
If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable
3 votes -
Option to have Send Document EmailL content to be in the Hubspot activity
Option to have Send Document EmailL content to be in the Hubspot activity
3 votes -
Shared with me folder to be available from HubSpot on EV2
Shared with me folder to be available from HubSpot on EV2
3 votes -
3 votes
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Show "Time to Close" in HubSpot once document has been "completed"
Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.
3 votes -
Connect to Multiple Hubs in Hubspot per workspace
We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.
3 votes -
More role variables (to pass from a HubSpot deal)
The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal
3 votes -
Cross-site tracking
Allow integrations (Hubspot in particular) work without enabling cross-site tracking.
3 votes -
Pass Deal Info From Hubspot Using Zapier
Be able to pass deal information using Zapier and Hubspot
3 votes -
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
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