Skip to content

← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: Integrations

CATEGORIES
All ideas
My feedback
API 231 ideas
Approvals 151 ideas
Automations 199 ideas
CPQ - Quote Builder & Pricing table 612 ideas
Content Editing & Design 758 ideas
Documents & Data Management 776 ideas
Esign & Notary 44 ideas
Fillable Fields & Variables 548 ideas
Forms 185 ideas
Integrations 979 ideas
Integrations - HubSpot 229 ideas
Localization 56 ideas
Mobile 76 ideas
Other 500 ideas
Payments 235 ideas
Recipient Experience 242 ideas
Rooms 46 ideas
Security & Compliance 71 ideas
Settings, Workspaces & User Roles 337 ideas
Sharing & Collaboration 284 ideas
Templates & Libraries 219 ideas
Usability Improvements 179 ideas

Searching…

No results.
Clear search results

Link to CRM Zoho

Link documents to Zoho CRM from PandaDoc side

15 votes

AdminSarah Herbaugh (Admin, PandaDoc) shared this idea · Feb 24, 2020 · Admin →

Idea · Nov 9, 2020

An error occurred while saving the comment

Jomarie Papas commented · June 14, 2024 10:18 AM

Link existing documents to Zoho records (accounts/contacts)

Submitting...
Charmyn Marchan commented · July 13, 2023 2:22 AM

Add document link to Zoho CRM records instead of PDF copies to save storage space.

Submitting...