Deal updates automatic from signed PandaDoc contract
Jul 28, 2017 12:12 PM
When a customer e-signs a PandaDoc contract, the PandaDoc box in the HubSpot Deal home shows the document as Completed. We want this action to trigger 2 automatic Deal updates:
1. The Deal Stage moves to Closed Won
2. The PandaDoc contract final $ amount updates the Deal Amount property.
Do others have this same issue? How do we get this function working?
RRD Admin - Catherine