Link/unlink documents to/from Contacts and Company objects in Hubspot
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Jade Engelbrecht commented
Allow PandaDoc documents to be associated directly with HubSpot Company records, not only Deal records.
Current Limitation
At the moment, PandaDoc documents can only be linked to HubSpot Deals. This creates friction for teams that manage long-term relationships at the Company level rather than through individual Deals.Requested Enhancement
Enable PandaDoc documents to be linked to HubSpot Company objects, with the ability to:Associate documents directly with Company records
View all related PandaDoc documents within the Company timeline
Optionally sync document status and metadata (sent, viewed, signed, value, date) to Company properties
Why This Matters
Many B2B organizations operate with:Multiple deals per company over time
Long sales cycles or framework agreements
Pre-sales documents, NDAs, MSAs, SOWs, and renewals that are not tied to a single deal
Linking documents only to deals makes it difficult to maintain a complete commercial and legal history at the company level.
Business Impact
Improved visibility of all commercial documents per customer
Better collaboration between sales, partnerships, and account management teams
Reduced duplication of documents across multiple deals
Cleaner HubSpot data model aligned with account-based selling
Example Use Cases
Storing an NDA or MSA against a Company before any deal exists
Tracking multiple SOWs across different deals under one Company
Allowing account managers to quickly review historical agreements at the Company level
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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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Yuliya Tsiushkevich commented
automatically link documents to a Hubspot object when sending documents in bulk
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Yuliya Tsiushkevich commented
manually link a document to contacts in hubspot