Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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Ahmed Hassan commented
This is so critical to us as we ofter make small changes product names or descriptions or update pricing. This is a huge hassle for us to keep both Hubspot and Pandadoc catalogs in sync with each other. Im not talking about deal items here but the "Products" catalog in Hubspot and the "Catalog" in Pandadoc
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Rachel Kaulius
commented
The ability to automate pricing updates from another platform into the PandaDocs product library is crucial to us as we already have pricing in a CRM and ERP so this would be a 3rd area for potential misinformation if not updated in a timely manner.
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Anonymous commented
sync catalog with HubSpot
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Paul Cedric Guevarra
commented
- Will allow the user to sync items from Hubspot to the document.
- once the line items is change in Hubspot the document created will have the same changes -
Alison Lucas commented
This is crucial to avoid duplication, instead of manually updating this, every time there is a change to the products/price or catalog. It would also extend so that if a product library was being used in a template, that the product changes would also apply - i.e. if there was a description update or price update, as I understand these have to be inserted manually as well at the moment.
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Anonymous
commented
This would allow HubSpot products to automatically push (with all line items) over to the PandaDocs catalog