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  1. Link2CRM for non-draft status documents

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    12 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

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    Stanislau Burba commented  · 

    The way it is designed today, when a user opens a "non-draft" document in PandaDoc that has been previously linked to a Hubspot deal, he or she always has to take those extra steps of searching for this customer in Hubspot *manually*, instead of just clicking a direct link from the Panda document (the link that is only available for "draft" documents, and gets hidden for "non-draft" documents for some very odd reason). It would be much more convenient to keep the link to Hubspot at all times, regardless of the document status.

    Stanislau Burba supported this idea  ·