241 results found
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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 -
Auto-populate name in the email based on Hubspot contacts
Auto-populate name in the email based on Hubspot contacts
2 votes -
HubSpot: set variables format in PandaDoc without the change in HubSpot
The ability to set up a code in PandaDoc, wherein you can change the format of tokens in PandaDoc without changing the format of tokens in HubSpot.
Example:
The value token in HubSpot is lower case but you set that the value is pulled in all caps to PandaDoc2 votes -
2 votes
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Adding the 'Section Total excl. VAT' to the section total of the quote builder
Adding the 'Section Total excl. VAT' as a custom line to the section total of the quote builder (just like Subtotal, Total Quantity, etc.) will help to save valuable time when sending out quotes and proposals. It is import for the recipient to the that extra information the Section total.
2 votes -
Do not override template currency with the HubSpot currency when importing products from HubSpot
Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.
2 votes -
Automations: add the PandaDoc URL to the HubSpot Deal Field
Automatically add the PandaDoc URL to the HubSpot Deal Field
2 votes -
HubSpot: Use child company tokens when creating a document in the associated parent company
Use child company tokens when creating a document in the associated parent company
2 votes -
2 votes
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HubSpot template extension: ability to set Company and Contact objects as a 'source object
HubSpot template extension: ability to set Company and Contact objects as a 'source object'
2 votes -
2 votes
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Template tags visible in PandaDoc module in HubSpot
Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.
2 votes -
Add a description field to a template for internal visibility
The name of a template becomes the document name our customer sees, which is fine. What we'd love to see is an internal description of the template to make it clear to our sales teams which template they're selecting.
For example, we have a variant with and without discount shown. If we set the template name to "without discount", the customer then sees this (or we have to delete every time) and that's not ideal.
Something in the highlighted sections would be brill.
2 votes -
HubSpot fields required to be filled out in order to send PandaDoc document
some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.
2 votes -
HubSpot - show total ARR at the bottom of the pricing table
HubSpot - show total ARR at the bottom of the pricing table
2 votes -
Prevent users from editing the document when they are creating it via HubSpot.
Prevent users from editing the document when they are creating it via HubSpot.
2 votes -
HubSpot - 2 or more tokens in 1 fillable field for merge field section
2 or more tokens in 1 fillable field for merge field section
2 votes -
2 votes
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2 votes
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2 votes
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