Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.
Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
Jenni Wallace commented
Allow workflows to be not just triggered by a Pandadoc action, but actions themselves. So for example, if I have a deal go to closed won, that should then create an action to create a Pandadoc contract, using template X, to the customer. All the fields should populate based on the deal information.
Rachele Galang Ong commented
as per the customer: "Is there a way that if there are any changes in PD, this then changes the line items in the HS deal? For the sake of keeping HS up to date with products/ pricing etc that has been quoted/sent to the customer?"
Paul Cedric Guevarra commented
Option to transfer total discount from Hubspot to Pandadoc document and vice versa
- will allow the user to transfer total discount from HubSpot to Pandadoc document and vice versa
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.
Levi Meulensteen commented
Need this asap!
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.
Kateryna Antonenko commented
Ability to sync PandaDoc with the deal in Hubspot automatically (2 way sync)
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
AdminMadelyn Gunay (Admin, PandaDoc) commented
Ability to link doc from Pdoc into the deal in Hubspot automatically
AdminMike Turke (Admin, PandaDoc) commented
sync pandadocdoc value/grand total back into hubspot
AdminShannon Morgan (Admin, PandaDoc) commented
Ability to push products listed on a document within PandaDoc to Hubspot,
and have those individual products itemized within Hubspot.