Sales Integrations

BradHarris
Participant | Gold Partner
Participant | Gold Partner

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? 

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PamCotton
Community Manager
Community Manager

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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