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Import capabilities
Note:
To use this feature, the document’s status must be “Draft.”
If you update information in your deal after the document has already been created or linked to the deal, you can easily update your document with the new values from the linked deal. Here’s how:
Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
Under Document Data, click Import from CRM.
The variables and product information in your pricing table/quote builder will be updated with the correct information from HubSpot. Please note that you’ll be unable to update PandaDoc fields or role variables.
If a product has been removed from the linked deal, it will also be removed from the pricing table/quote builder. If a product has been added to the linked deal, it will be reflected in the pricing table/quote builder as well.
To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps:
Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
Under Document Data, click Import from CRM.
The currency will be updated in the pricing table or quote builder and reflected in the document value.
Note:
A HubSpot Deal must include the currency code in the [Deal.DealCurrencyCode] variable. If this variable lacks a value, it’s an indicator that the HubSpot account is configured to use a single currency. We recommend activating an additional currency in HubSpot if you would like to use the feature.
Warning:
In cases where the variable is empty in the HubSpot Deal, the ‘Import from CRM’ function will not update the currency of the associated document and its products in the pricing table.
Export capabilities
You can update HubSpot deals when Pandadoc document status changes with the help of Automations.
Note:
Please note that external automations feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan.
Learn how to set up automations in your templates here.
Warning:
When connecting your HubSpot account via Automations, do not select any value under "Scopes" during the Authorization step.
Change HubSpot deal stage whenever a document’s status is updated
Select “Change deal stage on HubSpot when document status changed”
Select trigger status for PandaDoc documents created via HubSpot
Select Connect to authorize the connection between HubSpot and PandaDoc via Workato
Select the pipeline: all available deal stages will be reflected in the dropdown
Select Save
Note:
Any document status, except for 'Draft', can be set as a trigger for changing the HubSpot deal stage.
Each time the document you create through a HubSpot deal using this template is completed or declined, the deal stage will change automatically to “Closed won” or “Closed lost” (depending on your automation setup).
Move a document to attachments in HubSpot deals
Select “Attach PDF to Hubspot when PandaDoc document status changed”
Select trigger status for any PandaDoc documents created via HubSpot — you can choose between “Sent” and “Completed”
Authorize connection between HubSpot and PandaDoc via Workato
Note:
The user connecting HubSpot account must have the App Marketplace access permission set.
Select Save
Each time the document you create through a HubSpot deal using this template is sent or completed (depending on your automation setup), it will be automatically attached to the deal.
Update deal properties in HubSpot when PandaDoc document status changed
Watch an overview video:
To sync the field values updated in a Pandadoc document back to the HubSpot deal, first, you need to link the field in HubSpot to the field in your template using the Merge field.
Open your HubSpot deal, on the right, scroll down to the PandaDoc module and click Actions > Show PandaDoc tokens
Copy the variable without square brackets
In your PandaDoc template, select the field which value you’d like to sync back to a HubSpot field, and select Properties on the floating panel
In Properties on the right, paste the variable you copied from HubSpot into the Merge field area without square brackets
Note:
Only Text, Date, Dropdown, Checkbox, and Radio Button field types can be synced back to HubSpot.
Next, in your template, you need to set up the automation:
Go to Automations on the right panel
Select “Update deal properties in HubSpot when PandaDoc document status changed”
Select trigger status for PandaDoc documents created via HubSpot — you can choose between “Sent” and “Completed”
Select Connect to authorize the connection between HubSpot and PandaDoc via Workato. You’ll see the Disconnect button if your account is already connected
Note:
The user connecting HubSpot account must have the App Marketplace access permission set.
Select Save automation
Create a document through a HubSpot deal using this template
If you choose the 'Sent' document status as a trigger and update the fields pulled from the deal, both the properties in HubSpot and the primary company associated with the deal will be updated when the document is sent.
Alternatively, if you select 'Completed' as the trigger status, information about field properties in your deal and the associated primary company will be updated as soon as the document status changes to Completed, provided that the recipient edits the values pulled from the deal.
A few important notes:
If a certain field cannot populate info submitted into the merge field, the automation will not work. Reasons for that:
no permissions to the mapped HubSpot field
the value format does not coincide with the HubSpot field’s type/format rules.
Fields whose names contain only special symbols will not work.
Update, add, and remove line items in HubSpot whenever a document status changed
Go to Automations on the right panel
Select “Update, add, and remove line items in HubSpot when PandaDoc document status changed”
Select trigger status for PandaDoc documents created via HubSpot — you can choose between “Sent” and “Completed”
Select Connect to authorize the connection between HubSpot and PandaDoc via Workato. You’ll see the Disconnect button if your account is already connected
Note:
The user connecting HubSpot account must have the App Marketplace access permission set.
Select the checkbox for syncing added or removed line items (optional). This functionality ensures that when the status of a document changes, any item added to the pricing table or quote builder will be generated in the associated deal. Similarly, if an item originally sourced from the HubSpot deal is removed from the pricing table or the quote builder, it will also be removed from the HubSpot deal.
Select Save automation
Create a document through a HubSpot deal using this template
If you select “Sent” document status as a trigger and update the products pulled from a deal, the product information will be updated in the deal once you send the document.
If you select “Completed” as a trigger status, product info in your deal will be updated if you update pulled to the pricing table/quote builder products before sending it, or if a document signer updates the quantity of products in the pricing table/quote builder (providing you have quantity editing enabled before sending it).
A few important things:
Main product fields, including SKU, Name, Description, Price, Quantity, and Discount, will consistently reflect values from PandaDoc. Custom fields are updated only if the corresponding column is visible in the PandaDoc document.
If the same field is used more than once and has different values, we prioritize the one that has been most recently modified.
If validation for any of the fields is not passed, the automation will fail.
The Deal Amount is automatically recalculated based on the line items in HubSpot.
When optional items are enabled in the pricing table/quote builder, the choices made will impact the product list on the deal:
Selected items will synchronize, and if a selected item does not exist on the HubSpot side, it will be created.
Unselected items will be removed from the deal.