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Christian_V
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Member since ‎May 12, 2021
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Christian Völler

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Christian_V on April 12, 2023
PandaDoc: Pull Sequence Number of a document into deal?
Hey all, we have established a rather well flowing invoicing process using Pandadoc and it's templates. So what we do is to hit the "create document" button in Hubspot, pick a template, complete the invoice and send it to our customer. Whil read more
Reply Discussion Enterprise
0 upvote
1 Reply
Solved
Christian_V on September 16, 2022
New Calendly event with event type in Hubspot
Hey all, another one that would make our life just a little easier: Our sales team uses Calendly (managed meetings) to schedule different types of meetings with (potential) cutomers - e.g. live demos, checkins, renewal calls etc. I'd like read more
Reply Discussion Professional
1 upvote
3 Replies
Christian_V
Participant
September 20, 2022
Hey @TiphaineCuisset , Thanks a lot for your input! I have indeed played around with Option 2 already and it basically does the trick. Not as ne...read more
Solved
Christian_V on September 16, 2022
New Calendly event with event type in Hubspot
Hey all, another one that would make our life just a little easier: Our sales team uses Calendly (managed meetings) to schedule different types of meetings with (potential) cutomers - e.g. live demos, checkins, renewal calls etc. I'd like read more
Reply Discussion Professional
1 upvote
3 Replies
Christian_V
Participant
September 20, 2022
Hey @TiphaineCuisset , Thanks a lot for your input! I have indeed played around with Option 2 already and it basically does the trick. Not as ne...read more
Solved
Christian_V on August 09, 2022
Create documents with Hubspot data and manual input
All, we are looking to create pdf documents (invoices & quotes) from templates that are populated with data from Hubspot as well as manual additions. So basically we need a tool that can create & handle templates and integrates wi read more
Reply Discussion Professional
0 upvote
4 Replies
Christian_V
Participant
August 12, 2022
Hey Pete, Thanks for your input. I looked into PandaDoc a little more and it seems to really do most of what we'd like to do. We ran an initial ...read more
Solved
Christian_V on August 09, 2022
Create documents with Hubspot data and manual input
All, we are looking to create pdf documents (invoices & quotes) from templates that are populated with data from Hubspot as well as manual additions. So basically we need a tool that can create & handle templates and integrates wi read more
Reply Discussion Professional
0 upvote
4 Replies
Christian_V
Participant
August 12, 2022
Hey Pete, Thanks for your input. I looked into PandaDoc a little more and it seems to really do most of what we'd like to do. We ran an initial ...read more
Christian_V on January 24, 2022
Creation of Zendesk tickets through Hubspot workflow
Hey guys, we'd like to have Zendesk tickets automatically created based on certain deal triggers. Is there any way to this with an integration / 3rd party app? So far I could only find apps that syn tickets between systems - but we do not wa read more
Reply Discussion Professional
1 upvote
3 Replies
Christian_V
Participant
February 07, 2022
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