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Ideas to Improve PandaDoc: Integrations

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Zoho: to pull information from subforms

Zoho: to pull information from subforms

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Nani Ancheta shared this idea  ·   ·  Admin →
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  • Jeffrey commented  · 

    This is definitely a good optimization!

    Because this isn't currently possible, I'm running out of fields in Zoho deals because I have to create an interim solution for PandaDoc to process the information. However, in Zoho, you want to maintain a user-friendly interface. In the short term, this even limits my ability to leverage other automation opportunities between PandaDoc and Zoho, which reduces my efficiency.