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

    86 votes
    15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
    How important is this to you?
    Cait Vogt supported this idea  · 
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    Cait Vogt commented  · 

    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.