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Ability to use HubSpot Custom Objects to pull information into PandaDoc.

Ability to use HubSpot Custom Objects to pull information into PandaDoc.

39 votes
Alexander Sakhibov shared this idea  ·   ·  Admin →
How important is this to you?
On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded  · 

Hi Pandas,

I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


Please feel free to schedule a time with me here:

https://calendar.app.google/pHa6Xud82oexdoyv6


Looking forward to our conversation!

Thanks, Alex

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  • Susan Wingen commented  · 

    We have upgraded to Enterprise Hubspot and are shocked to learn this is not available. It is critical to our PandaDoc success.

  • Kati Hajjar commented  · 

    We manage contracts at the customer site level (Sites is a custom object for us). Site records are associated with the Customer object in HubSpot. We may have a single customer with hundreds of sites that each have their own separate contract. So we need PandaDoc to integrate with our Sites custom object.

  • Tyler Whitaker commented  · 

    This would greatly simplify our ability to create order forms for our customers. This would give PandaDoc an advantage over the other competitive products we are being asked by our sales team to move to.

  • Miriam Daub commented  · 

    Hubspot doesn't have a standard contract object (only a 'deal' object), which doesn't track anything post closed won. There should be ability to pull information from custom objects into PandaDoc (and ideally, be bi-directional)