Two way sync with Pipedrive
Option for Pipedrive 2 way sync
Paul Cedric Guevarra
shared this idea
Hi,
Thank you for sharing your request! While this feature isn't available yet, we're excited to let you know it’s in our plans and development will begin soon. Once it's ready, we'll announce it through our product newsletter and an in-app alert in PandaDoc. Stay tuned, and thanks again for your feedback!
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Christian Loewe commented
What would be great is to be able to update the data in pandadocs and retrieve the latest info form pipedirve. . Current implementation fills it once when proposal is created and it just does not synch the changes back nor pulls the product data even when you push the refresh data . A few days lost due to this :(
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Antonio Chau commented
Not having this causes double entry of deal values and also duplicate work to have Pandadoc and Pipedrive
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Anonymous commented
Pipedrive two way sync
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AdminElly San Juan (Admin, PandaDoc) commented
The scenario i am trying to achieve is as below : signer enters his company name in a document, and in pipedrive Deal.Organization.Name should populate
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
Hey there, I was wondering whether it's possible to populate deal information in Pipedrive from data entered in Pandadoc documents
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Eric van Bourgonje
commented
Automatically update the pricing table with product data from Pipedrive when it has changed in the Pipedrive deal.