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Ideas to Improve PandaDoc: API, Payments & Integrations

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link a document to contacts in hubspot

manually link a document to contacts in hubspot

16 votes

Yuliya Tsiushkevich shared this idea · March 02, 2021 · Admin →

Idea · July 07, 2021

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Charmyn Marchan commented · March 10, 2022 14:27

Also, unlink documents from Contacts in Hubspot.

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Luke Gibbons commented · August 12, 2021 23:40

We definitely need the ability to connect a document from PandaDoc to a contact in HubSpot - I know you can already create a document from a contact record, but there needs to be a way to connect an existing document within PandaDoc to a new contact in HubSpot

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Yuliya Tsiushkevich commented · August 04, 2021 08:11

automatically link documents to a Hubspot object when sending documents in bulk

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