215 results found
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2 votes
Valeryia Baranava responded
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The ability to be connected to multiple PandaDoc workspaces in Hubspot.
Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.
2 votes -
PandaDoc Dashboard in CRM
Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab
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 -
2 votes
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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 -
2 votes
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Pass description formatting from CRM
We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines
2 votes -
Set up multiple choice section and editable quantity in the data merge PD PT-Hubspot
Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)
2 votes -
2 votes
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Attachments from Hubspot
The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration
2 votes -
Pass Pricing from Hubspot to PandaDoc Fields
To have the option to incorporate pricing to text fields instead of just the pricing table.
2 votes -
2 votes
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2 votes
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Role Options for Upload File via HubSpot
Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.
2 votes -
2 votes
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2 votes
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2 votes
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2 votes
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