[Hubspot] Create a document from a predefined object in Hubspot only
A customer wants to decide in which object their sales team is able to create documents.
5
votes
AdminYurii Losinets
(Admin, PandaDoc)
shared this idea
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
should be possible to allow creating docs only from some objects, for example ability to create docs from Deals but lock ability to create docs from Contact or Company object in HubSpot
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Richard Cobbett
commented
We would like the ability also to be able to create a document from a custom object in Hubspot. We have deals, contacts and companies, but we also have new customisable objects in Hubspot that are part of our finance team workflow. We need them to be able to send documents from the custom part of hubspot.