PandaDocs is integrated with HubSpot and maps many fields from HubSpot directly into your PandaDoc for less manual filling for you, the user, and your owner. Pulling most information depends on where you send your document from (Contact, Deal, or Rental Property).
The most information is currently stored in the Contact, so while you may be working in a Deal to take this owner through the Portfolio Development and Onboarding pipeline, you’ll want to be in the Contact when sending PandaDocs.
Note: Before starting, you want to ensure you have your Rental Property and your Portfolio Development Deal associated with your Contact.
If you’d rather watch how to use PandaDocs, click here for a Loom tutorial.
- Navigate to the Contact, likely an Owner you want to send a PandaDoc to.
- On the right-hand side, scroll until you find the section labeled PandaDoc.
- Select Create Document.
Note: If you are not logged into your PandaDoc account, it will ask you to do this at this time.
- A box will appear with all forms currently residing in your PandaDoc account. The forms with mapped fields in HubSpot are the following:
- ACME All In One: pulls first/last name, billing address, rental property address so long as it’s in the contact, phone, and email; does not pull CC info or W9 info.
- AGENCY TO AGENCY STVR PERMIT TRANSFER: pulls all information other than signatures and effective date, as well as agency information.
- NEW Vacation Rental Application 2023
- PS Property Profile
- NEW Vacation Rental Renewal Application 2023
- Transfer Form Individual to Agency
- Select the form you want to send.
- Under Assign People to Roles, choose a Client Signer, which is likely your owner.
- Select Start editing. This will move you into the PandaDocs account.
- In PandaDocs, you’ll see what information will be pulled over from HubSpot. If something doesn’t pull over that you know the answer to (i.e., Rental Property address), you can enter that prior to sending the document to the Contact. Information you do not know (i.e., W9 info) can be sent blank for the Contact to fill out.
- Review the document and make any necessary changes.
- When ready, hit Send on the top right. You can Send via email or Send via link.
- Name your document if you’d like it to be something other than the internal name, and hit Save and continue.
- Add a message, then hit Send document.
- Once sent, you can view the document within HubSpot, see the Status of the document (Draft, Viewed, Complete), and even download the document from the Actions dropdown.