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  1. Update Hubspot Property with Document Sequence number when completed

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Aïcha Benkahoul supported this idea  · 
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    Aïcha Benkahoul commented  · 

    Copy automatically the sequence number of the document (contract) in the HubSpot property "Contract #" when it is completed.

  2. Document sequence number token appears in template name when creating a document through HubSPot

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Aïcha Benkahoul shared this idea  · 

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

    83 votes

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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!

  4. Move documents across workspaces and keep the statuses

    209 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Aïcha Benkahoul supported this idea  ·