Settings and activity
2 results found
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19 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
An error occurred while saving the comment Miriam Daub supported this idea ·
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39 votes
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.
Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.
Please feel free to schedule a time with me here:
https://calendar.app.google/pHa6Xud82oexdoyv6
Looking forward to our conversation!
Thanks, Alex
An error occurred while saving the comment Hubspot doesn't have a standard contract object (only a 'deal' object), which doesn't track anything post closed won. There should be ability to pull information from custom objects into PandaDoc (and ideally, be bi-directional)
Hubspot doesn't have a standard contract object (only a 'deal' object), which isn't made to track anything post closed won. There should be ability to pull information from custom objects into PandaDoc (and ideally, be bi-directional) for a more realistic sales workflow.