Settings and activity

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1. Update Hubspot Property with Document Sequence number when completed

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Aïcha Benkahoul supported this idea  ·  Mar 19, 2024
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   Aïcha Benkahoul commented  ·  Dec 26, 2023  ·  Edit…  ·  Delete…

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

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

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Aïcha Benkahoul shared this idea  ·  Dec 26, 2023

3. 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  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

4. Move documents across workspaces and keep the statuses

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   35 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Aïcha Benkahoul supported this idea  ·  Jan 16, 2023