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Ideas to Improve PandaDoc: CPQ - Quote Builder & Pricing table

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To pull in a CRM field value as document value: populate Document Value from CRM integration

Make Document.Value to populate from integration/API directly.

5 votes

AdminYana Martynenko (Admin, PandaDoc) shared this idea · Oct 13, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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Charmyn Marchan commented · October 18, 2022 1:17 PM

Option to use field information as a document value.

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