I’ve got a requirement that falls outside of the native proposal/esignature tool and struggling to find an app that will do this. It would appear to be a relatively straightforward request
We want to send a proposal/quote and on that quote we have deal custom properties of PO Number and Billing Contact Details that we want the end customer to complete. Once they complete it, they do the e-signature and all the info is populates the deal properties.
So far, I’ve spoken to Qwillr, Proposify, Pandadoc, Docusign but none of these will do this - They allow the custom field, but don’t pass the data back to HubSpot (We could use a Zapier integration, but we’d prefer not to)
Any recommendations for an integration that will do this?
I’ve done exactly what you describe. It’s imperfect and required a bit of rejigging of the end of the sales process BUT maybe itcould work for you / your client…
Using HubSpot GrowthSuite Pro and PandaDocs.
Before sending the contract / proposal from Panda Docs we send the Contact associated with the Deal to a Landing Page where they fill in fields for the billing address, billing contact info, PO no etc.
We use a workflow to take these details and overwrite address details for the Company associated with that Contact… We currently copy and paste the PO number from the Contact record into the Deal but that’s only because we never got around to writing the workflow to do it automatically and the client felt it was good to get the sales bods to be hands on, so they could spot any unforseen issues.
The sales bod then sends out the PandaDocs doc and the billing address, billing contact info, PO etc is all in place on the contract before it goes.
Once it’s signed we’ve got a Zap that flings the everything into Xero, though we’ve got a more permanent solution in beta
As I say it’s far from ideal but it gets the job done!
@JonPayne yep, can see that as a possible solution, however, the volume that this particular client gets means it’s important to get this automated.
I’ve just been given access to the beta of the customisable quote templates so we can potential use some Javascript to include the required fields in the quote. Hopefully this will solve the issue.
Sounds good - and if the JavaScript doesn’t work out, the method I shared is pretty easy to totally automate BUT you still have the problem of trying to get the PO before the buying dept has seen the contract and that tends to slow it down. Hopefully that Javascript works out!
Not sure if you solved this one yet, but we do this a lot with PandaDoc, but simpler.
We send out the PandaDoc, either the client manually sends it from HubSpot CRM using variables or merge fields to populate the document, or we automate sending it using Zapier, populating all variables from HubSpot, then send along with a personalised message.
When the doc is complete, again Zapier springs into action, uses the document meta to grab the HubSpot deal ID and company ID if required, then populate anything necessary, back into that HubSpot deal and company properties.
It works a treat and scales beautifully. Let me know if I can help you with that
