Settings and activity

67 results found

1. Automatic calculations in fields

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   171 votes

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   30 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   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

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

3. Customer and Product Driven Discount Tables

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

5. Delete Document within CRM iframe

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

   16 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

    20 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

16. Cross-site tracking

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021

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

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Maxime Blaszka supported this idea  ·  Jun 22, 2021