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Monday.com formula columns

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AdminVladislav Avsievich (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded  · 

We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

We appreciate your understanding.

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  • Rob Meyer commented  · 

    This is fundamental to the monday.com integration. Your use case on your website for this feature says, and I quote, "Who uses PandaDoc for monday.com?

    Sales and account management teams
    Using monday.com’s powerful CRM platform, sales and account management teams can view, manage, and track documents, emails, activities, and more, all from a centralized location. "

    Most if not all companies sell multiple products and/or services so adding up total costs using the FORMULA column is a no brainer.

    Critical feature required! While I wait for this to be announced, I will be looking for other options.

  • Andrew Boccia commented  · 

    This IS needed. General Castor is a terrible workaround requiring manual triggers each time, on each board, for each use case. With how quickly our company scales and changes product this is unreasonable. It's a very important feature. Also GeneralCastor is an extra Expense each month.

  • Chris Goodwin commented  · 

    This would be the reason our company moves - or doesn't move - to PandaDoc. It is really frustrating that we can't pull these in right now, especially because without it, our documents will still require serious manual entry. If other fields that have text and numbers can be pulled through, why not formula columns?

  • heba commented  · 

    The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.

  • Liam Sutton commented  · 

    This would be super useful, especially for passing through calculated date fields! Really frustrating not being able to do that right now.