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  1. Hubspot link document to Custom Object

    19 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    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.

    48 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    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  ·