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1. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

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   15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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   Cait Vogt supported this idea  ·  Jun 16, 2021
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   Cait Vogt commented  ·  Jun 16, 2021  ·  Edit…  ·  Delete…

   I want to be able to add a naming template to documents created with PipeDrive integration - right now it just imports the file name from PipeDrive and I want my documents to have a specific name.

   For instance, right now PandaDocs auto-names files like this:
   Camp 1 Agreement First Last

   But I want it to look like this:
   Last, First-Retainer-Camp1-ABC

   I asked help chat, but there's no way to do this right now.

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