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Ideas to Improve PandaDoc: Documents & Data Management

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Auto upload signed contract into Monday CRM files

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!!

2 votes

talbuildersllc shared this idea · Feb 13, 2024 · Admin →

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talbuildersllc commented · January 6, 2025 4:46 PM

It would be great if a signed contract PDF copy will be automatically uploaded into Monday Lead!

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