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8 results found

  1. Update close date in Hubspot to reflect the updated Stage to Close Won

    2 votes

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

  2. hide the discount column automatically if the discount is 0%

    24 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Suzanne Parent supported this idea  · 

  3. Set a Saved Message on the template level

    43 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Suzanne Parent supported this idea  · 

  4. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    56 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Suzanne Parent supported this idea  · 

  5. HubSpot Access on Document upon Completion

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Suzanne Parent supported this idea  · 

  6. Hubspot workflow

    51 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  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 those scenarios namely:

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

    Suzanne Parent supported this idea  · 

  7. Use Ticket object to create docs from Hubspot

    17 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Suzanne Parent supported this idea  · 

  8. create hubspot ticket (task) once once PandaDoc is submitted

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Suzanne Parent supported this idea  ·