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'Auto upload signed contract into Monday CRM files' has been merged into this idea

Ideas to Improve PandaDoc: Integrations

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PDF attach as files from Monday.com

get the PDF directly to Monday and not a link

7 votes

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AdminMadelyn Gunay (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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.

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  • talbuildersllc commented  · 

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

  • Alon Roshianu commented  · 

    Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)

  • talbuildersllc commented  · 

    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!!