HubSpot refresh pricing table
Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.
AdminRyanne Doumet
(Admin, PandaDoc)
shared this idea
We're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:
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Luke Gibbons commented
This should absolutely be a priority, it basically ruins the workflow. If a client wants something changed in the pricing table, the user either has to update the amount in PandaDoc and the deal in HubSpot is inaccurate, or edit the line item in HubSpot and create a whole new document. Either way, it is time-consuming and causes a lot of inaccuracies for us.