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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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    Geneva Gordon commented  · 

    We really need this as well! It would be great if PandaDoc could connect to custom objects just like it does for deals, contacts, and companies. Ability to create documents from and link documents to Custom Objects. At the moment we have to connect the custom object to a deal, then the deal to pandadoc. Our custom object is the main working space, so it's easy to miss the pandadocs.

    Geneva Gordon supported this idea  · 

  2. Compile documents of merged HubSpot objects

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Geneva Gordon supported this idea  · 

  3. Pull data from custom HubSpot objects

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Geneva Gordon supported this idea  · 

  4. 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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    Geneva Gordon supported this idea  ·