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  1. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

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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.

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    Kati Hajjar commented  · 

    We manage contracts at the customer site level (Sites is a custom object for us). Site records are associated with the Customer object in HubSpot. We may have a single customer with hundreds of sites that each have their own separate contract. So we need PandaDoc to integrate with our Sites custom object.

    Kati Hajjar supported this idea  ·