Link to CRM: Include and pull products / pricing table line items from CRM
Include products/pricing table in link-to-CRM / Import from CRM button
Emily Cozzens
shared this idea
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information:Â
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Pull line items that were added after the creation of the document after the usage of the "Import from CRM" button
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When the "Import from CRM" button is clicked update the description in the pricing table as well
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Seth Newman
commented
critical
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Jessica Perritano
commented
Currently, when data for products in Pipedrive is updated, the PandaDoc pricing table will not update. It's great to see other data on PandaDoc update, but the pricing table data update would be a timesaver!
