Hey Panda,

Good news — we did it! 🎯

We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules ! 🛠️

👉 Watch the quick demo:

https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68 ( https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68 )

If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.

I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.

You can also grab a slot on my calendar here:

https://calendar.app.google/pHa6Xud82oexdoyv6 ( https://calendar.app.google/pHa6Xud82oexdoyv6 )

But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.

⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.

Thanks for being awesome,

Alex from PandaDoc 🐼

Hi Pandas,

I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

Here’s what we are building:

CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated “Documents” and “Workflows” tabs, enhancing the organization and accessibility of essential tools.

Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

Sync Rules: We’re implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with “Yes” — though if you’re feeling extra enthusiastic, a “Panda-power!” would make our day!

Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6 ( https://calendar.app.google/pHa6Xud82oexdoyv6 )

Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

Cheers, Alex.

Hi 👋,

I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.

I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.

We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.

Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6

Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.

Thanks so much, Alex

Product Manager – Integration Ecosystem

PandaDoc