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'[Quote Builder]: Monday.com support' has been merged into this idea

Ideas to Improve PandaDoc: Integrations

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Pull data from Monday.com to PandaDoc pricing table

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AdminOksana Dubetska (Customer Support, PandaDoc) shared this idea  ·   ·  Admin →
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On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded  · 

Hi Pandas,

I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


We're aware of some existing limitations and are currently developing solutions to address these issues.

Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

https://calendar.app.google/pHa6Xud82oexdoyv6


During our discussion, we can explore these proposed solutions and gather your feedback.


Looking forward to your input and working together to enhance your experience with our integration.

Thanks, Alex.

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  • Dominique Manfredi commented  · 

    Pull quantity/tax rate (numbers) variable from a monday.com field to autogenerate quote or invoices. This feature is especially great for calculating these documents based on the numbers prefield.