254 results found
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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 -
Option to control which templates appear in the PandaDoc iFrame in HubSpot
Ability to limit or filter the templates shown in HubSpot, so only approved or active templates are visible to the users.
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 votes -
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 -
Update a HubSpot property with a document reference number when a document status is changed
Update a Hubspot property with a document reference number.
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 -
Recipient Groups in Hubspot
Recipient Groups are currently not working when creating documents from Hubspot. Are there any plans to add this functionality to our Hubspot integration, similar to how it works in Salesforce?
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 -
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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