← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: Integrations

CATEGORIES
All ideas
My feedback
API 93 ideas
CPQ — Pricing Table & Catalog 157 ideas
Document Editing & Design 468 ideas
Documents & Data Management 397 ideas
Integrations 509 ideas
Localization 29 ideas
Mobile 19 ideas
Other 260 ideas
Recipient Experience 161 ideas
Settings, Workspaces & User Roles 127 ideas
Templates & Libraries 70 ideas
Workflow 58 ideas

Searching…

No results.
Clear search results

Link2CRM for non-draft status documents

Ability to link non-draft documents to CRM records.

18 votes

Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) shared this idea · February 28, 2020 · Admin →

Idea · November 18, 2020

3 comments

An error occurred while saving the comment

Stanislau Burba commented · April 05, 2021 10:25

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.

Submitting...
Yuliya Tsiushkevich commented · November 09, 2020 07:12

link a document to the Salesforce in any status EV2

Submitting...
Yuliya Tsiushkevich commented · October 27, 2020 15:35

ability to link documents with any status to Hubspot

Submitting...