Skip to content
← Ideas to Improve PandaDoc

I suggest you ...

'The ability to update monday.com variables automatically.' has been merged into this idea

Ideas to Improve PandaDoc: Integrations

Categories

2 way sync with Monday

2 way sync with Monday

79 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

Weā€™ll send you updates on this idea

Caroline Fornuto shared this idea  ·   ·  Admin →
Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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.

Show previous admin responses (3)
Comments are closed An error occurred while saving the comment
  • Jackson commented  · 

    Any chance of this be released?
    Have several clients that require this feature

  • Jerry commented  · 

    We have multiple clients that would benefit massively from this feature if pushed out. šŸ¤ž

  • Jack Miller commented  · 

    @alessio what happened? desperately need this!

  • Jack Miller commented  · 

    šŸ„²šŸ˜„šŸ„¹šŸ˜¢šŸ˜„šŸ„¹

  • Savannah Faulkner commented  · 

    Push the signed date from the completed document into Monday.com

  • Dominique Manfredi commented  · 

    Hi Alessio,
    I was wondering if you guys have a release date for this feature?

  • AdminAlessio Ragni (Senior Product Manager, PandaDoc) commented  · 

    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 timelineā€”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

  • 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.

  • 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.

  • Alexander Sakhibov commented  · 

    Automations for Monday CRM, for example:
    Update a stage or a field in Monday.com when a doc status is changing

  • Veronika Yaroshevskaya commented  · 

    Sending customer information from lead from Monday.com to PandaDoc would be awesome