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.
7
votes
Anonymous
shared this idea
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The emails sent will show up in the HubSpot activity/history/ dashboard
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Ben Rogers commented
We need to be able to track this communication
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Anonymous commented
add the communication into HubSpot from PandaDoc email/document
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Rachele Galang Ong commented
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.
