254 results found
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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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UNIX data format from HubSpot
Away to display UNIX data formats on PandaDoc as a date
2 votes -
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 votes -
HubSpot - tokens available on deals for linked/sub/ associated deals
HubSpot - tokens available on deals for linked/sub/ associated deals
2 votes -
2 votes
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Generate a contract in HubSpot when a document is completed/signed/paid
When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''
2 votes -
Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object
I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).
2 votes -
HubSpot automation: when a meeting is booked, a PandaDoc document is sent
When a meeting is booked in Hubspot, a PandaDoc document is automatically sent
2 votes -
Chat function integration w/ Hubspot
The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
Flow:
Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.2 votes -
Ability to create a report on the number of agreements signed in relation to HubSpot variables
Ability to create a report on the number of agreements signed in relation to HubSpot variables, such as organization size
2 votes
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