HubSpot: automatic document creation
Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.
4
votes
Bill Brown
shared this idea
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Lennart Kok commented
100%, We would also stop working with Pandadoc if this feature does not come available rather sooner than later (and I'm not talking months).
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Anonymous commented
When a meeting is booked in Hubspot, a PandaDoc document is automatically sent