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Ideas to Improve PandaDoc: Integrations

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Zoho PandaDoc Documents Section

Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

8 votes

Victoria Solovey shared this idea · May 19, 2020 · Admin →

Idea · Jul 7, 2021

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George Wilson commented · November 17, 2021 12:09 PM

I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

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