Settings and activity

5 results found

1. Reoccurring charge in Hubspot

   3 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Nathan Massey supported this idea  ·  Mar 29, 2022

2. Push ALL HubSpot product line items to pricing table in PandaDoc

   8 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Nathan Massey supported this idea  ·  Mar 29, 2022

3. Pass Recurring fees from Hubspot to PandaDoc

   9 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   An error occurred while saving the comment
   Nathan Massey commented  ·  Mar 29, 2022  ·  Edit…  ·  Delete…

   Big +1 for this -- it would be great if PandaDoc could pull the following for each line item in a Hubspot deal.

   - Term (Months)
   - Recurring Billing Frequency

   Save Submitting...
   Nathan Massey supported this idea  ·  Mar 29, 2022

4. Pushing SKU from Hubspot to PandaDoc

   30 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   An error occurred while saving the comment
   Nathan Massey commented  ·  Mar 29, 2022  ·  Edit…  ·  Delete…

   +1 for this.

   Save Submitting...
   Nathan Massey supported this idea  ·  Mar 29, 2022

5. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

   40 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover the scenarios.

   To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps: 

   1. Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
   2. Create a document from HubSpot or link the already created document to a HubSpot deal.
   3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
   4. Under Document Data, click Import from CRM.
   5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

   More here.

   We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover the scenarios.

   To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps: 

   1. Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
   2. Create a document from HubSpot or link the already created document to a HubSpot deal.
   3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
   4. Under Document Data, click Import from CRM.
   5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

   More here.

   We hope… more

   An error occurred while saving the comment
   Nathan Massey commented  ·  Mar 29, 2022  ·  Edit…  ·  Delete…

   Just signed up to PandaDoc primarily for it's HubSpot integration and was disappointed that this is not supported (we send quotes in HubSpot in GBP, EUR and USD).

   Save Submitting...
   Nathan Massey supported this idea  ·  Mar 29, 2022