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Link2CRM for non-draft status documents

Ability to link non-draft documents to CRM records.

26 votes

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

Idea · November 18, 2020

4 comments

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Thea Pasilan commented · April 21, 2021 03:03

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

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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.

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Yuliya Tsiushkevich commented · November 09, 2020 07:12

link a document to the Salesforce in any status EV2

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Yuliya Tsiushkevich commented · October 27, 2020 15:35

ability to link documents with any status to Hubspot

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