PDF attach as files from Monday.com
get the PDF directly to Monday and not a link
AdminMadelyn Gunay
(Admin, PandaDoc)
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
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talbuildersllc commented
It would be great if a signed contract PDF copy will be automatically uploaded into Monday Lead!
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Alon Roshianu commented
Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)
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Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?
That would save us so much time of data backup!!