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Ideas to Improve PandaDoc: Integrations

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Hubspot true two-way sync (2-way sync)

all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

86 votes

AdminRyanne Doumet (Admin, PandaDoc) shared this idea · Nov 13, 2020 · Admin →

Idea · Nov 16, 2020

4 comments

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Yuliya Tsiushkevich commented · July 2, 2021 6:29 AM

update products in Hubspot deal according to chosen products in PD pricing table (when the document is completed)

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Jonathan Bray commented · March 3, 2021 3:43 PM

Agreed. We've asked for this in the sense of this other idea request linked below which is using zapier to pass the radio selects or checkbox data back to Hubspot (via Zapier). But agreed a native integration would be better for us, just more limited in scope platform wide. You currently can't access what the customer selects in the pricing layer. https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/42318877-multiple-choice-with-zapier

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AdminMadelyn Gunay (Admin, PandaDoc) commented · December 21, 2020 3:30 PM

Ability to link doc from Pdoc into the deal in Hubspot automatically

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AdminShannon Morgan (Admin, PandaDoc) commented · February 18, 2020 11:38 AM

Ability to push products listed on a document within PandaDoc to Hubspot,
and have those individual products itemized within Hubspot.

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