Settings and activity

35 results found

1. Allow mapping to different HubSpot fields in pricing table

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher commented  ·  Dec 19, 2024  ·  Edit…  ·  Delete…

   This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
   We have a double work load with every sale due to this restriction.

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   Fiona Maher shared this idea  ·  Dec 19, 2024

2. custom fields in Price Table

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Fiona Maher commented  ·  Dec 19, 2024  ·  Edit…  ·  Delete…

   We have a major issue where the description field of the line item/product is displayed in both Sales Proposals (pseudo quote) and Contracts. We can only use deal line items to populate the contract because the line item description needs to meet legal criteria which we don't want to use in Sales Proposals.
   As a result of needing to manually populate the pricing table in Proposals, we spend a lot of time updating the PandaDoc catalogue with changes to pricing. Updating pricing has become a cumbersome task of updating both HubSpot and PandaDoc doc.
   I just want to be able to map a different text field to the description column. At the moment the description field in PandaDoc is hard wired to the description field in HubSpot.

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   Fiona Maher supported this idea  ·  Dec 19, 2024

3. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Fiona Maher supported this idea  ·  Dec 19, 2024

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

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher supported this idea  ·  Dec 19, 2024

5. Sync products from HubSpot Products and Quotes with PandaDoc catalog

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher supported this idea  ·  Dec 19, 2024

6. Link/unlink documents to/from Contacts and Company objects in Hubspot

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   8 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher supported this idea  ·  Dec 19, 2024

7. A report of all documents created in PandaDoc showing the associated Hubspot deal

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher supported this idea  ·  Oct 30, 2024

8. HubSpot: move deal to a new stage when a completed document is attached to the deal

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Fiona Maher shared this idea  ·  Jun 21, 2024

9. Automations: attach PDF to HubSpot Contact and Company object

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Fiona Maher supported this idea  ·  Jun 21, 2024

10. HubSpot product description to be pulled into PandaDoc in a bulleted list

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Fiona Maher supported this idea  ·  Jun 21, 2024

11. Use Ticket object to create docs from Hubspot

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Fiona Maher supported this idea  ·  Jun 21, 2024

12. pass line items formatting from hubspot

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Fiona Maher supported this idea  ·  Jun 21, 2024

13. Move "Create Document" button in Hubspot Above the document list.

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Fiona Maher supported this idea  ·  Jun 21, 2024

14. Pricing table: set 'Name' field to be bold when products are populated from the CRM

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Fiona Maher shared this idea  ·  Jun 21, 2024

15. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

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    22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Fiona Maher supported this idea  ·  Jun 21, 2024

16. Walkthrough Arrow for Pricing Table Line Items

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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17. Reporting: show the signature date of each recipient

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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18. Auto-fill sender's signature once the document is signed by the client

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. [Payments] Australia Stripe BECS

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Fiona Maher supported this idea  ·  May 5, 2024

20. Stripe: send invoice after payment was made

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    2 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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    Fiona Maher supported this idea  ·  May 5, 2024