Link/unlink documents to/from Contacts and Company objects in Hubspot
Anna Kovalchuk
shared this idea
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Alvin Jorge PandaDoc commented
I use Hubspot. Can I pull in previous PandaDoc documents that have been signed by a contact who exists in Hubspot and associate them with existing contacts?
It would be great to see the signed document alongside the contact / deal
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hubspot change object a document was created from
Users are creating in the incorrect object and then starting over in another object.
It would help if a user can detach the document from the company or contact and attach it to the deal -
Savannah Faulkner commented
Ability to link a document to the HubSpot company, as well as the deal
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Charmyn Marchan commented
Also, unlink documents from Contacts in Hubspot.
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Luke Gibbons commented
We definitely need the ability to connect a document from PandaDoc to a contact in HubSpot - I know you can already create a document from a contact record, but there needs to be a way to connect an existing document within PandaDoc to a new contact in HubSpot
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automatically link documents to a Hubspot object when sending documents in bulk
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manually link a document to contacts in hubspot
