[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
Masha Badouskaya
shared this idea
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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.