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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

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AdminVladislav Avsievich (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded  · 

Hi,

Good news: we have already implemented this feature within External Automations (PandaDoc to external platforms recipes like CRMs, HR, and storage tools): This feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan. It's now ready for Early Access. If you'd like to test it, reach out to our support team and share this message with them. 


Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.

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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

  • 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.

  • 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.

  • Anonymous commented  · 

    This would allow HubSpot products to automatically push (with all line items) over to the PandaDocs catalog