Deal updates automatic from signed PandaDoc contract

Occasional Contributor

Hi,

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?

Thanks,

RRD Admin - Catherine

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HubSpot Moderator

Hi @RRDAdmin  According to this PandaDoc support page, I don't see that this itnegration supports those features. Is this a documented feature of the integration? If not, these deal updates re not possible.

 

Ed  


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Occasional Contributor

Thanks Ed.  How do we add this to HubSpot's list of feature requests?

CM

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Community Manager

Hi @RRDAdmin

 

If you would like to see this functionality implemented in the future, I'd recommend creating an idea in our ideas forum

 

 


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New Contributor

Hi Catherine, 

 

I really need this feature too. Do you already add this to the ideas forum?

 

Regards,

Janique

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Occasional Contributor

Hi Janiuque,

I just submitted it (again, I think.)  Feel free to add your input.  This is urgent for us, and I hear it's on the roadmap.  Let's try to get it moved closer to the top of the list!

Catherine

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New Contributor

Is this something that's still in the works?

I'd like my contacts to have the contracts automatically updated in their deals without having to go back and forth through the two programs.

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