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1. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Update Deal properties in HubSpot when PandaDoc document status changed

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   Maor Lasri commented  ·  Oct 3, 2024  ·  Delete…

   Hi Daria,
   Thanks for your reply.
   The existing automation allows properties to be synced only if they are on the document.

   My idea was to update a property that is not on the document.

   I want to initiate automation based on document status which i can do in Hubspot workflows but not for specific templates.

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   Maor Lasri shared this idea  ·  Oct 2, 2024

2. smart content in header

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
   Valeryia Baranava responded