Availability: Enterprise
Column mapping allows you to easily pull deal product fields into specific quote builder columns in PandaDoc.
A few notes on product mapping:
The HubSpot field name can be any of the following default product field names in Deals — Name, Description, Price, QTY, Discount, Contract term — and it’s crucial that you spell the name exactly as it’s spelled here.
Text values from HubSpot can’t be passed to the columns that allow only numbers (Price, QTY, Discount, Tax, Fee, Additional multiplier).
There is no way to pull values into the Subtotal column in your pricing table, as this column is calculated automatically in PandaDoc.
Note: Net price, and Subtotal fields of your products can’t be passed.
Enable column mapping
Column mapping needs to be configured on a template level. By default, data merge for column mapping is enabled for all newly added quote builder blocks in your templates. You can easily verify this by looking at the top-left corner of the quote builder block, where you will find a label 'Data merge is on' if it is enabled.
If data merge is disabled for a quote builder block in the template you're using to create documents from HubSpot:
Then, select a quote builder you’d like to set column mapping for, or add a new one.
Select properties on the floating panel.
On the right, select Set up data merge.
Next, access the data merge in quote builder settings on the right and click Enable.
Set up column mapping
In the data merge pop-up, select Product field mapping, then type field names from HubSpot (on the left) to be matched with pricing table column names (on the right).
Warning: Make sure to use 'QTY' in column mapping and avoid any other spelling. Otherwise, the quantity of products will be mapped and calculated incorrectly in the PandaDoc pricing table.
If you’d like to map more quote builder columns, start by adding them to the quote builder by clicking on the quote block and then by selecting the Add column button on the right side.
Then, access the data merge rules via Product field mapping. You’ll see the newly added columns on the right. Now enter the field name from HubSpot on the left and select Save button.
That's it! Whenever you create a document from HubSpot using this template, the product fields will populate to the corresponding columns.