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.
We're using PandaDoc for signatures of renewals (among other things) and would love to be able to write a workflow that would update the expiration date of the agreement after the agreement has been fully signed. I think I can accomplish this now but it would require using Deals (which we don't necessarily need to do in our use case) and at least 2 workflows and copying of property data from one object to another for something that should be fairly simple.
Something like: If a PandaDoc document is "fully signed" or "complete" or whatever term would be used, then update this COMPANY property or this CONTACT property or whatever.
Você deve ser um usuário registrado para adicionar um comentário aqui. Se você já estiver registrado, faça logon. Se você ainda não estiver registrado, registre-se e faça logon.