[HubSpot] Using Contact Custom Properties in Deal Document

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    Mike Turke

    Hi there! Currently, when creating a document from a deal, contact variables are not available so using the PandaDoc Role variables is a workaround to allow you to send over contact information for recipients. I can see how useful it'd be to be able to provide additional contact information when creating documents from a deal so I would encourage you to submit this to our idea portal to help prioritize this feature!

    https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc

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