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Ideas to Improve PandaDoc: Integrations

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Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

Two-way sync of Doc Status and HubSpot Deal Stage

23 votes

Marina Romanovich shared this idea · Apr 27, 2020 · Admin →

Released ·

AdminValeryia Baranava (Admin, PandaDoc) responded · Feb 24, 2023

Change HubSpot deal stage whenever a document’s status is updated.

Show previous admin responses (3)

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Navi Dhesi commented · November 12, 2022 12:46 AM

We need the same for Zendesk Sell!

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Luke Gibbons commented · December 20, 2021 9:20 PM

Love this idea so that our deals automatically move based on document status.

Also, 2 way sync of line items and price total - maybe not automatic but with a button that says "Sync back to HubSpot"

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