2 way sync with Monday
2 way sync with Monday
Caroline Fornuto
shared this idea
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.
I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.
During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your engagement and looking forward to our discussion.
Best regards, Alex
-
Hi Pandas,
I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.I'm reaching out to confirm that we are currently developing the functionality you've requested.
I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.
I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!
Please feel free to schedule a time with me using my calendar at your convenience.
https://calendar.app.google/pHa6Xud82oexdoyv6Thank you for your engagement and looking forward to our discussion.
Best regards, Alex -
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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Alexander Sakhibov commented
Automations for Monday CRM, for example:
Update a stage or a field in Monday.com when a doc status is changing -
For example, the customer may add a variable, or update a current one, and would like the ability to not have to enter the information manually.
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Sending customer information from lead from Monday.com to PandaDoc would be awesome
