Hubspot link document to Custom Object
Charmyn Marchan
shared this idea
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Geneva Gordon commented
We really need this as well! It would be great if PandaDoc could connect to custom objects just like it does for deals, contacts, and companies. Ability to create documents from and link documents to Custom Objects. At the moment we have to connect the custom object to a deal, then the deal to pandadoc. Our custom object is the main working space, so it's easy to miss the pandadocs.
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joe ford commented
Yes this is needed 100%
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Miriam Daub commented
Hubspot doesn't have a standard contract object (only a 'deal' object), which isn't made to track anything post closed won. There should be ability to pull information from custom objects into PandaDoc (and ideally, be bi-directional) for a more realistic sales workflow.