Use HubSpot properties to assign recipients to the role
When we create a new pandadoc document from Hubspot, an iframe opens where we first have to select the signer on our side and the signer on client side. After selecting those we can select "Create document".
Option to fill the signers (recipients) based on custom properties
4
votes
AdminDaria Serebriakova
(Product Ops Coordinator, PandaDoc)
shared this idea