Integration Pandadoc and Hubspot

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Canti Dhasa Pravitri

• July 19, 2022 07:01

I want to ask a few questions related to Integration between Pandadoc and Hubspot. If one user enters the 2 until 3 workspace on Pandadoc, how do they choose the document template based on what they need in Hubspot? (attached) Is there a workspace option that can we use or how?
For the example, the template A is on Sales workspace but the user need template B that already in Account Manager workspace.
Thank you

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  Rocky Dohmen

  • July 19, 2022 11:47

  Hi Canti,

  The user wanting to use templates from different workspaces would need access to those workspace - adding the same user across workspaces does not take any additional seats that may be available.  The user would then need to go to PandaDoc and switch workspaces before creating the document from Hubspot. 

  Unfortunately at this time there is no way to switch workspaces while in Hubspot. 

  Cheers!

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