Link2CRM for non-draft status documents
Ability to link non-draft documents to CRM records.

3 comments
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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.
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Yuliya Tsiushkevich commented
link a document to the Salesforce in any status EV2
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Yuliya Tsiushkevich commented
ability to link documents with any status to Hubspot