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Ideas to Improve PandaDoc: API, Payments & Integrations

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Allow to link documents to records within ZendeskSell similar to Pipedrive and Salesforce

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

13 votes

Yana Martynenko shared this idea · July 29, 2020 · Admin →

Idea · July 07, 2021

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Henning Berland commented · February 24, 2022 02:10

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.

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Alexander Litvin commented · February 25, 2021 07:47

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

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