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.
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.