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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  ·  Admin →
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    Not Planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    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.