Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Alexander Sakhibov
shared this idea
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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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.
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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.
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Martin Jaeckel
commented
agree
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John Alexopoulos commented
Agree, agree, agree. This is important
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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.
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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)