emails sent from PandaDoc to be copied into HubSpot
It would be helpful to have the emails sent from PandaDoc for documents copied into HubSpot.
4
votes
AdminAnonymous
(Admin, PandaDoc)
shared this idea
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As per client: "We are using PandaDoc as a HubSpot integration. How do we get all emails that are sent to the customer to show up in the HubSpot deal that the proposal was sent from?"
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pblake commented
Having the emails copied into HubSpot, using the BCC email, or another way, is incredibly helpful for reps to track what they have already communicated regarding the quote through HubSpot, rather than having to go into PandaDoc.