Make PandaDoc integration work on deal workflows as well
Hi,
We're using the integration with PandaDoc and are quite happy with it. Now we wanted to add a workflow that changes a deal status whenever the status of a PandaDoc document is changed.
For example, when the PandaDoc has status 'Sent' we want to automatically change the deal stage to 'Quote Sent" and when the PandaDoc status is changed to 'Completed', we want to change the deal stage in Hubspot to 'Deal Won'.
Currently, you can only use the PandaDoc statuses in Contact-related workflows, but as I said, we want to use the PandaDoc statuses as triggers to enroll deals in deal-related worfklows.
This would help us a lot as well. I'd also love to see available Qwilr workflows for deals and not just contacts. For instance, if a Qwilr is associated with a deal, that deal moves to Proposal and when a PandaDoc is associated with a deal it moves to SOW.