Settings and activity
2 results found
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16 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Ewan Farry
supported this idea
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56 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq
Many thanks for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
Hi,
I would think anyone with the Hubspot integration would find the same problem.
If you have 1000's of deals, it seems scrolling is the only way to locate the one you want to link??
Bit of an oversight in the integration and doesn't seem too complex an issue to resolve.
I found scrolling past 100 or so actually crashed and had to start again.
Hope there is an improvement which can be made.