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Ideas to Improve PandaDoc: Integrations

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Show deals or quotes created from Pipedrive in Reporting CSV

Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

3 votes

Thea Pasilan shared this idea · Apr 7, 2021 · Admin →

Idea · Jul 7, 2021

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Anonymous commented · August 17, 2023 10:02 AM

We need to have SFDC opportunity linked to a document shown in PandaDoc CSV reporting

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