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
10
votes
AdminSolomiia Mereniuk
(Admin, PandaDoc)
shared this idea
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Richard Smith commented
The ability to specify a different field for the signer or the ability to filter the contacts associated in Hubspot using the Association Labels in Hubspot eg Billing Contact
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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.