topic PandaDoc integration: How to pull a deal's associated contact information automatically in Sales Integrations

PandaDoc integration: How to pull a deal's associated contact information automatically

BradHarris — Thu, 26 Jan 2023 08:10:41 GMT

Using the HubSpot/PandaDoc integration, is there a way to pull a deal's associated contact information automatically? We don't want to add them as recipients of the documents we create, but we do want to pull the associated contacts' info into the documents... but as we can only pull in deal and company properties when creating a document from a deal, it doesn't allow for any contact info to be pulled. Is there a way around this or a feature being developed for this?

Re: PandaDoc integration: How to pull a deal's associated contact information automatically

PamCotton — Thu, 26 Jan 2023 21:38:03 GMT

Hello @BradHarris, thank you for posting in our Community!

I would like to add our top experts to this conversation to share their thoughts @Krystina @impulsekring and @danmoyle any recommendations for the @BradHarris matter?

Thank you,

Pam

Re: PandaDoc integration: How to pull a deal's associated contact information automatically

SMcFadden1 — Wed, 31 May 2023 19:02:49 GMT

Hi there,

We have this same issue. Was there ever an answer?

Thanks,

Re: PandaDoc integration: How to pull a deal's associated contact information automatically

PamCotton — Wed, 31 May 2023 19:49:18 GMT

Hello @SMcFadden1 , would you be able to provide more details on your specific case? Maybe creating a new post will help us to understand better. The more information, screenshots, and details you can provide, the better I can advise on the next steps.

I also wanted to share this doc here

Kindly,

Pam