Thank you Ben. I’ve added a custom field for the PandaDoc document ID in Deals, but I will now try also adding them to the Contact and Company.
Using your CRM Extensions API, could you guys somehow add an interface to let folks create custom fields on that object and then specify the token name from the document that should be the value for that field? Or perhaps just add some of the most common (Price, Quote #, Cost, Margin, etc.) and then mandate the field/token names to be used in the PandaDoc document?
Another suggestion (sorry for so many) would be to allow one quote (or other document) to be designed the primary one (in case there are multiple attached one deal). You could do this by allowing document filtering by metadata (so the API call only pulls back document details with the associated Hubspot Deal ID that is also tagged “Primary” (for example).
This would be a big benefit for many other use cases as well, such as when generating things like Statements of Work (e.g. pulling the scope summary from the document into the deal record in HS CRM).
Thanks for your consideration and any other suggestions are certainly welcomed.