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Link2CRM for non-draft status documents

Ability to link non-draft documents to CRM records.

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Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) shared this idea  ·   ·  Admin →
Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hello there,


Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


Many thanks for your time! Have a wonderful day! 


Sincerely,


Valeryia Baranava

Product Operations, PandaDoc


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  • Arvi Martinez commented  · 

    customer suggested to have the option to link a completed document in HubSpot, Also there needs to be more back and forth integration, so ideally a completed document in pandadoc, should be able to be aligned with a deal stage in HubSpot.

  • Ali French commented  · 

    This was available in the original editor, it makes no sense that this was not included when 2.0 was built.

  • Bryan DeSilva commented  · 

    Kinda crazy we cannot do this. I had a salesperson who linked several documents to the wrong Hubspot deal and it is not fixable!

  • Luke Gibbons commented  · 

    This is so important, we need to be able to easily connect documents if a user forgot to connect it to hubspot prior to sending it to the client.

  • Thea Pasilan commented  · 

    Have the ability to link existing sent documents to a HubSpot deal aside from documents on the Draft status

  • Stanislau Burba commented  · 

    The way it is designed today, when a user opens a "non-draft" document in PandaDoc that has been previously linked to a Hubspot deal, he or she always has to take those extra steps of searching for this customer in Hubspot *manually*, instead of just clicking a direct link from the Panda document (the link that is only available for "draft" documents, and gets hidden for "non-draft" documents for some very odd reason). It would be much more convenient to keep the link to Hubspot at all times, regardless of the document status.

  • AdminScott Podgor (Admin, PandaDoc) commented  · 

    Client would like to be able to link a document to a CRM deal (Hubspot) of Opportunity (SFDC) once the document has been completed in PandaDoc. You can link a document while you are in draft mode but if the document wasn't created within that deal and is completed you can only upload a file not link it