Rule allowing to assign specific contacts from Hubspot to Pandadoc documents
The ability to assign only specific contacts associated with Hubspot deal
the rest contacts that do not match the rule will not be added to the document
6
votes
AdminSolomiia Mereniuk
(Admin, PandaDoc)
shared this idea
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Jaynna Ellis Dela Llana commented
The capability to manage or control the selection of contacts linked to a HubSpot Deal when they are transferred to PandaDoc Documents.