Availability: Business and Enterprise plans
Column mapping allows you to easily pull deal product fields into specific pricing table columns in PandaDoc.
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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 — 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.
Line Item Discounts will always be displayed as a flat amount in PandaDoc, so the total in PandaDoc might be different from the total in HubSpot if your product discount is set in percentage there.
Note:
Net price, Unit cost, and Subtotal fields of your products can’t be passed.
Enable column mapping
Start by opening a template you use to create documents from HubSpot.
Then, find a pricing table you’d like to set column mapping for, or add a new one.
Next, access the data merge either in pricing table properties on the right, or below the pricing table by selecting +Product > Set up data merge from CRM/API.
Finally, click Enable.
Set up column mapping
In the data merge pop-up, first select Column 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 pricing table columns, close the data merge set-up, then add columns by selecting the plus sign on the right.
Next, click the data merge header to access Column mapping. You’ll see the newly added columns on the right. Now enter the field name from HubSpot on the left.
Note:
To quickly find the correct custom field names, create a document from your deal, then click the plus sign on the right and find the name of your custom product field under Add hidden.
After column mapping has been set up, you’ll see the HubSpot product field names under the corresponding columns highlighted in blue.
That's it! Whenever you create a document from HubSpot using this template, the product fields will populate to the corresponding columns.
Product mapping checklist
HubSpot fields | ||||||
PandaDoc columns | Column Name | Name | Quantity (QTY) | Unit Price (Price) | Unit Discount (Discount) | Description |
Name | ✔ | ✔ | ✔ * | ✔ | ||
Description | ✔ | ✔ | ✔ * | ✔ | ||
Price | ✔ ** | ✔ | ✔ | ✔ ** | ||
QTY | ✔ *** | ✔ | ✔ | ✔ | ✔ *** | |
Text | ✔ | ✔ | ✔ * | ✔ | ||
Tax | ✔ ** | ✔ | ✔ | ✔ | ✔ ** | |
Discount | ✔ ** | ✔ | ✔ | ✔ | ✔ ** | |
Fee | ✔ ** | ✔ | ✔ | ✔ | ✔ ** | |
Additional multiplier | ✔ *** | ✔ | ✔ | ✔ | ✔*** | |
SKU | ✔ | ✔ | ✔ * | ✔ | ||
Subtotal |
✔ * Only percentage values are mapped. Any discount set in a flat amount won’t be mapped.
✔ ** Only digital value is mapped.
✔ *** Replaces text values with "1". Only a digital value is mapped.