Settings and activity
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3 votes
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Fiona Maher
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57 votes
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!Fiona Maher
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2 votesFiona Maher
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1 vote
An error occurred while saving the comment Fiona Maher
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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.Fiona Maher
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13 votes
An error occurred while saving the comment Fiona Maher
commented
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.Fiona Maher
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19 votesFiona Maher
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20 votesFiona Maher
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33 votesFiona Maher
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44 votesFiona Maher
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4 votesFiona Maher
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1 voteFiona Maher
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11 votesFiona Maher
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14 votesFiona Maher
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17 votesFiona Maher
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22 votesFiona Maher
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20 votesFiona Maher
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1 voteFiona Maher
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329 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Fiona Maher
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2 votes
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3 votes
We auto attach a copy of completed contracts to the deal in HubSpot. The automation is created based on the template. We have many, many contract templates to cater for special conditions, locations and products. I have to manually create an automation for each template - literally just selecting the status and the template name.
It would be much easier to manage if all templates could be selected on one automation.