2 way sync with Monday
2 way sync with Monday
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Jaynna Ellis Dela Llana commented
Ability to import from CRM in Monday.com
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Stephanie Kaewell commented
A 2-way sync showing on an item on Monday.com when an item has been signed is really important for our business. It would take one step out of the process requiring manual input and allow our team to work faster and more efficiently.
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Nicole Daemmrich commented
I am pretty disappointed that the integration with Monday.com isn't a fully functioning integration. We need to purchase another software tool that will allow us to connect the two platforms seamlessly.
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Sending customer information from lead from Monday.com to PandaDoc would be awesome