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Ideas to Improve PandaDoc: Integrations - HubSpot

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Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in HubSpot

According to HubSpot, for the widget to appear in the Sales Workspace Deal Sidebar, PandaDoc needs to implement a UI Extension specifically for the location CRM.RECORD.SIDEBAR on the deals object.

Currently, we have to navigate away from the Sales Workspace to the full record view just to access PandaDoc, which disrupts our sales workflow.

Relevant HubSpot Documentation for your developers:

Reference for App Cards & CRM.RECORD.SIDEBAR: https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensibility/app-cards/reference

UI Extensions Overview: https://developers.hubspot.com/docs/apps/legacy-apps/private-apps/build-with-projects/create-ui-extensions

2 votes

Savannah Faulkner shared this idea · Dec 3, 2025 · Admin →

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