Skip to content
← Have an idea? Share it!

Settings and activity

2 results found

  1. Hubspot link document to Custom Object

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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.

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  ·