added

[Editor 2.0] Link to CRM

Link your documents to the most popular CRMs in PandaDoc via API.
Currently, we support link creation with the next CRMs:

CRM

Entity type

Salesforce

opportunity
lead
account
contact

Salesforce-sandbox

opportunity
lead
account
contact

HubSpot

deal

Pipedrive

deal

Please find more details via the link.