PandaDoc integration: How to pull a deal's associated contact information automatically
Using the HubSpot/PandaDoc integration, is there a way to pull a deal's associated contact information automatically? We don't want to add them as recipients of the documents we create, but we do want to pull the associated contacts' info into the documents... but as we can only pull in deal and company properties when creating a document from a deal, it doesn't allow for any contact info to be pulled. Is there a way around this or a feature being developed for this?
PandaDoc integration: How to pull a deal's associated contact information automatically
Hello @BradHarris, thank you for posting in our Community!
I would like to add our top experts to this conversation to share their thoughts @Krystina @impulsekring and @danmoyle any recommendations for the @BradHarris matter?
Thank you,
Pam
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PandaDoc integration: How to pull a deal's associated contact information automatically
PandaDoc integration: How to pull a deal's associated contact information automatically
Hello @SMcFadden1 , would you be able to provide more details on your specific case? Maybe creating a new post will help us to understand better. The more information, screenshots, and details you can provide, the better I can advise on the next steps.
I also wanted to share this doc here
Kindly,
Pam
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