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  1. Ability to include CRM variables into reports

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Miki van Kooij commented  · 

    The idea here is to have the HubSpot Deal ID (from the linked hubspot deal) in the reports so that I can download the data and analyse document status / payments alongside data from our CRM.

    Miki van Kooij supported this idea  · 

  2. Update Hubspot Property with PandaDoc document status.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Miki van Kooij shared this idea  ·