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  1. to disable adding the emails that have been added in CC to the HubSpot contacts

    7 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Vincent Eckert commented  · 

    This is really a critical thing, when trying to automate Contact creation based on fillouts of a pandadoc youll always get errors because the mail is existing already.

    If the from pandadoc created contacts would be associated to the deal, this would not be a problem at all

    Vincent Eckert supported this idea  · 

  2. Rooms <> HubSpot: when a document created via HubSpot is Signed through PandaDoc, a Room opens for all participants to upload documents

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Admin →
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