We use the intergration between Hubspot and PandaDOC. We generally open up the panda doc through the deal in Hubspot. If we have gone straight to Panda Doc instead of accessing Panda Doc thru Hubspot can you go back and allowcate that document to the deal in hubspot ?
Welcome to the Hubspot Community and thank you for your question!
I did some research on the PandaDoc integration, and it appears that in order for the integration to associate a HubSpot Deal/Contact/Company with a PandaDoc document, it must be created by using the PandaDoc extension when on a record in the Hubspot CRM. I didn't see anything that indicates that one can go to directly to PandaDoc and associate a document with a HubSpot deal from there. With that being said, this integration is built and supported by PandaDoc, not HubSpot, so I don't have insight into all of the functionality. It might be worth reaching out to PandaDoc to confirm that this is the case.
PandaDoc Support: 1-415-800-4537
Please feel free to update if you receive information from PandaDoc that will help other members of the HubSpot Community!
Welcome to the Hubspot Community and thank you for your question!
I did some research on the PandaDoc integration, and it appears that in order for the integration to associate a HubSpot Deal/Contact/Company with a PandaDoc document, it must be created by using the PandaDoc extension when on a record in the Hubspot CRM. I didn't see anything that indicates that one can go to directly to PandaDoc and associate a document with a HubSpot deal from there. With that being said, this integration is built and supported by PandaDoc, not HubSpot, so I don't have insight into all of the functionality. It might be worth reaching out to PandaDoc to confirm that this is the case.
PandaDoc Support: 1-415-800-4537
Please feel free to update if you receive information from PandaDoc that will help other members of the HubSpot Community!
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