HubSpot CRM changelog
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7/19/2024
Added a new sync mode for the "Update, add, and remove line items in HubSpot" recipe: the automation can execute every time the Quote updates while the document is in Draft status.
7/1/2024
Improved HubSpot template extension: you can now refresh the HubSpot variable list within the template by clicking the 'Refresh Variable List' button.
6/21/2024
"Update, add, and remove line items in HubSpot" automation can process volume-based line items.
6/19/2024
We fixed an issue where the payment app was not inheriting the Deal currency.
6/18/2024
Monthly Recurring Revenue and Annual Recurring Revenue fields are available in the variable list.
6/4/2024
We introduced a new feature that streamlines the template setup experience through the HubSpot template extension. This enhancement allows direct access to Deal and related product variables from within the template.
5/17/2024
The recipient option enabled in a template for the Quote Builder section is now preserved in the created documents.
4/5/2024
Documents created from Deals now automatically inherit the Deal currency.
1/12/2024
Fixed 'Term(Months)' import for Quote Builder: HubSpot line item property 'Term(Months)' now populates into the Contract Term column in Quote Builder when you create a document or import data from HubSpot.
1/8/2024
Improved "Update HubSpot deal properties with PandaDoc field values" automation: you can now export Merge Field values to the contacts linked to the Deal.
1/5/2024
Added HsBillingFrequency to the list of default Pricing table/Quote builder line item fields. You will find HsBillingFrequency in the hidden columns.
1/4/2024
- You can now import product updates for all default and custom fields from Deal line items to Quote Builder.
- Line items added to/removed from a HubSpot Deal are also added/removed in the Pricing table/Quote Builder after Import from CRM.
12/18/2023
12/8/2023
Improved the export of product updates from a pricing table to deal line items: the line items added and removed from a pricing table are added/removed accordingly from the Deal line items.
11/24/2023
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Improved the export of product updates from a pricing table to the deal line items in HubSpot: you can now export all default and custom properties from a pricing table.
See our demo:
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Added an option to export field values into the HubSpot deal properties upon the document status change. See the demo:
11/15/2023
Improved the Import from CRM functionality: now you can import product updates for all default and custom fields from the HubSpot deal line items into the PandaDoc pricing table.
11/1/2023
Improved the Import from CRM functionality: now you can import deal currency into a pricing table, a quote builder, and document total in PandaDoc document.
10/15/2023
Fixed the issue with the cookies banner appearing every time you open PandaDoc in HubSpot.
10/1/2023
Decreased access scopes required upon installation.