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67 results found

  1. Automatic calculations in fields

    174 votes
    30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  2. The ability to create a workflow which would inform the client who create document from PandaDoc in Hubspot about the comments left in the c

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  3. Customer and Product Driven Discount Tables

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  4. Hubspot - documents created from an object show up under other objects associated with this object

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  5. Delete Document within CRM iframe

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  6. HubSpot: Push contacts birth dates and custom fields from Company Record

    4 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  7. Allow to use templates from different workspace in HubSpot without switching workspaces

    16 votes
    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  8. Hubspot contact in a deal to be auto assigned to a role

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  9. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables

    8 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  10. [zoho] [hubspot] Ability to pull images from CRM to pricing table.

    10 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  11. Choose a folder in which documents created from HubSpot will appear

    5 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  12. Ability to view all documents created in HubSpot in any object

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  13. ability to link deal value in Hubspot( variable) with Document value

    4 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  14. Saving the order of the items when syncing the pricing table from a HubSpot / Pipedrive (CRM) Deal

    10 votes
    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  15. An option to use a custom fields with data merge in Hubspot

    20 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  16. Cross-site tracking

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  17. Shared with me folder to be available from HubSpot on EV2

    3 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  18. create hubspot ticket (task) once once PandaDoc is submitted

    7 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  19. HubSpot : Mapping of Custom date field in pricing table

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 

  20. More role variables (to pass from a HubSpot deal)

    3 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Maxime Blaszka supported this idea  · 
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