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'assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.' has been merged into this idea

Ideas to Improve PandaDoc: Integrations

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Link documents to MS Dynamics CRM objects.

Link creation with MS Dynamics.

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Alexander Sakhibov shared this idea  ·   ·  Admin →
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  • Jomarie Papas commented  · 

    assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.

  • Yadavendra yadav commented  · 

    As a CRM user its very important to link document to particular record once created using API call

  • Anonymous commented  · 

    Link2CRM for non-draft status documents for Microsoft dynamics