239 results found
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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 -
2 votes
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Ability to convert signed contract into QuickBooks using HubSpot
Ability to convert signed contract into QuickBooks using HubSpot
2 votes -
2 votes
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Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
Ability to Build lists in HubSpot using PandDoc status option
Would like the ability to create a list via HubSpot contacts and use the status option from PandaDoc to build contact lists based on their document status.
2 votes -
2 votes
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The ability to map a discount set in a flat amount for a Text field with Hubspot.
Right now -- only percentage values are mapped per the help center article, not discounts set in a flat amount (for example, $1).
2 votes -
Automated workflow in Hubspot based on variables (see the description for more details)
"We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"
2 votes -
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 -
add $ symbol when tokens are pulled in from Hubspot
The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.
2 votes -
2 votes
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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
2 votes -
An option to generate a doc in HubSpot from a deal, and not from contact or organization
an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.
2 votes -
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.
Thanks2 votes
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