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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Set HubSpot property value based on selection in PandaDoc document

    In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    2 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →

  2. change the HubSpot deal status when the document is approved

    change the HubSpot deal status when the document is approved

    2 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →

  3. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →

  4. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

    Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

    Detailed Description:

    Trigger Event:

    When a PandaDoc document, created using a designated template, reaches a "completed" status.
    Action in HubSpot:

    Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
    Workflow Activation:

    The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…

    1 vote
    1 comment  ·  Integrations - HubSpot  ·  Admin →

  5. Pull currency from Hubspot

    Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly

    1 vote
    0 comments  ·  Integrations - HubSpot  ·  Admin →
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