Currently there exists the capability to "Create Document" at the Deal level. This functionality works well when managing a new agreement (particularly in light of the Automations capability of attaching a Completed Document to its respective HubSpot counterpart.) With an existing agreement, typically Tickets are generated in HubSpot when there is the need to add/modify services. This results in a new document/contract capturing those changes. Once the contract is executed it is attached manually at the Ticket level. If we had the capability to "Create Document" at the ticket level then the contract could be attached via Automations at the same level. Hope this makes sense.
Mike Madden
supported this idea
·
Currently there exists the capability to "Create Document" at the Deal level. This functionality works well when managing a new agreement (particularly in light of the Automations capability of attaching a Completed Document to its respective HubSpot counterpart.) With an existing agreement, typically Tickets are generated in HubSpot when there is the need to add/modify services. This results in a new document/contract capturing those changes. Once the contract is executed it is attached manually at the Ticket level. If we had the capability to "Create Document" at the ticket level then the contract could be attached via Automations at the same level. Hope this makes sense.