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  1. Hubspot link document to Custom Object

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    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.

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    Miriam Daub commented  · 

    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.

    Miriam Daub supported this idea  · 

  2. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    28 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Miriam Daub commented  · 

    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)

    Miriam Daub supported this idea  ·