← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: API & Integrations

Categories

(thinking…)

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)

139 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

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

How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Alison Lucas commented  · 

    Useless integration if it is only one way - without the ability to do this, it is very restrictive to use.

    Also the ability to update the product catalog via the API is critical, and not having to manually upload this via a CSV file.

  • Luke Gibbons commented  · 

    This is crucial for us. Our guys are getting tired of double entry and doing things twice in two systems. At the very least, when a document changes status in PandaDoc, we should automatically be able to update the deal. Also, The document total should be linked to the deal amount.

  • Julia Evers commented  · 

    Automatic update of the product library in the already created PandaDoc template.

  • Daria Serebriakova commented  · 

    Ability to update the amount of the PandaDoc document after the Hubspot deal was updated

  • Maddy Cordrey-Jones commented  · 

    At the moment we have a duplication of work.

    We have to add the products to the pricing table in PandaDoc (because if we pull them through from HubSpot, the cost doesn't come through).

    And then next we have to add the same products as line items to the HubSpot deal, so we can report on the information.

  • Denise Chaudhari commented  · 

    I'm looking for the ability to create an "order form" that when the client fills fields in the pandadoc... those answers (or selections) populate inside the Hubspot contact details .

  • Yuliya Tsiushkevich commented  · 

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

  • Jonathan Bray commented  · 

    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