Settings and activity
3 results found
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6 votes
An error occurred while saving the comment -
7 votes
An error occurred while saving the comment Anonymous commented
Hi!
We would like to be able to modify currency values pulled from a CRM (HubSpot) into a template via variables, in particular ways.
For example by removing decimals.
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2 votes
Currently, PandaDoc Rooms are entirely outside the Webhooks event model - webhooks only fire on document-level events (status change, document sent). There is no way to programmatically receive Room lifecycle or engagement events (room created, room viewed, room activity/status change) via API or webhook.
This blocks customers from building their own integrations to sync Room activity into a CRM (e.g., HubSpot, Salesforce) as deal/opportunity events or properties. Today the only option is a fully manual workaround — creating a custom CRM field and updating it by hand each time a room is sent — which doesn't scale and captures none of the actual engagement data (views, opens, activity).
Requested capability:
Add Room-related event types to the Webhooks event catalog (e.g., room_created, room_viewed, room_status_changed)
Alternatively/additionally, expose Room activity via a public API endpoint so customers can poll or sync it into third-party systems
Use case: Customer wants to measure how many CRM deals had a room sent, and track engagement, without manual data entry — enabling automated CRM sync (Zapier, native integration, or custom build) the same way document status changes can be synced today.