[HubSpot] Import from CRM: add new products to the pricing table after document creation
The ability to pull up the product information from Hubspot on the document via Import from CRM option.
17
votes
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Ekaterina Kuchuk commented
Update products in a pricing table, once a document has been created, and products changed to others in a CRM.
It currently updates only the changes made to the initially pulled product (qty, discount, price), but if we delete it in a CRM, and add a new one, the pricing table does not reflect the change.
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Anonymous commented
Import from CRM feature adds the new products to the Pricing Table that have been added to the Deal after PandaDoc document creation.