Skip to content
← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: API, Payments & Integrations

Categories

(thinking…)

Link2CRM for non-draft status documents

Ability to link non-draft documents to CRM records.

56 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) shared this idea  ·   ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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


Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • 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.

  • Vlad Nehrii commented  · 

    Link a document in a status other than Draft to a deal in Pipedrive.

  • 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