[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.
Donovan Moore commented
What Jeff Youngren said below! This is super important to sales teams.
Jeff Youngren commented
The feature of importing new products from HubSpot CRM into the pricing table after document creation is critical for PandaDoc to implement into their software for several reasons.
Streamlining Workflow: With the Import from CRM option, users can seamlessly integrate their CRM data with PandaDoc, eliminating the need for manual data entry. This feature allows for a more streamlined workflow, saving time and effort for sales teams and other users who create documents frequently.
Accurate and Up-to-Date Information: By pulling product information directly from HubSpot CRM, the pricing table in the document will always reflect the most accurate and up-to-date information. This ensures that users have access to the latest product details, such as pricing, quantities, discounts, and any other relevant information.
Real-Time Updates: The ability to update the pricing table with new products added to the deal in HubSpot CRM enhances the real-time nature of the document creation process. As changes are made to the deal, such as adding new products, the pricing table in the document will automatically reflect those updates, reducing the risk of errors and discrepancies.
Improved Collaboration: When multiple team members are involved in the document creation process, having the Import from CRM feature becomes crucial. It allows everyone to work with the same set of product information, ensuring consistency and collaboration. Any changes made in HubSpot CRM will be immediately reflected in the pricing table, promoting seamless teamwork and reducing confusion.
Adaptability to Changes: The support for new and deleted products is another critical aspect of this feature. When a product is deleted or removed from HubSpot CRM, the pricing table needs to reflect that change. Similarly, when a new product is added, it should be seamlessly integrated into the pricing table. By accommodating such changes, PandaDoc ensures that the document accurately represents the current state of the deal and avoids potential inaccuracies.
Overall, the Import from CRM feature, specifically for adding new products to the pricing table after document creation, is critical for PandaDoc because it enhances workflow efficiency, provides accurate and up-to-date information, enables real-time updates, improves collaboration among team members, and adapts to changes in the CRM system. By implementing this feature, PandaDoc can offer its users a comprehensive and seamless document creation experience, ultimately boosting productivity and enhancing customer satisfaction.
AdminAnonymous (Admin, PandaDoc) commented
also, we need support products being removed/deleted --- so add support for new and deleted products
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.
Import from CRM feature adds the new products to the Pricing Table that have been added to the Deal after PandaDoc document creation.