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Link documents from PandaDoc to Zendesk Sell

Allow to link documents to records within ZendeskSell integration similarly to Pipedrive and Salesforce

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AdminYana Martynenko (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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  • Hugo Contant commented  · 

    As pandadoc app is not functional directly from ZendeskSales at the moment and that we are forced to use pandadoc directly, being able to link documents from pandadoc to zendesk sell customer would be a must.

  • Benedikt Ruf commented  · 

    Concretely speaking, and massively helpful "Attach PDF to deal in Zendesk when Pandadoc document has been completed." Could you make this possible in Automations? Or via the Zendesk Sell integration?

  • Henning Berland commented  · 

    We need this. Documents allready created in pandadoc is not linked with Zendesk Sell, it needs to be created from Zendesk to have the document linked.