Hubspot link document to Custom Object
Charmyn Marchan
shared this idea
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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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.