Link/unlink documents to/from Contacts and Company objects in Hubspot
Anna Kovalchuk
shared this idea
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When we have to sign a document that another company sends to us via their signature platform (i.e. docusign), we save that document and manually upload it to PandaDoc so we can maintain all of our signed docs in one location. When opening that document in PandaDoc, we can only associate it to HubSpot deals. But we don't only sign docs for companies we are in deals with.
~~Orlando Nieves (Unstructured Technologies Inc.) -
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
