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'Pass auto number column from Monday.com' has been merged into this idea

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Monday.com formula columns

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AdminVladislav Avsievich (Admin, 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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  • Rob Meyer commented  · 

    This is fundamental to the monday.com integration. Your use case on your website for this feature says, and I quote, "Who uses PandaDoc for monday.com?

    Sales and account management teams
    Using monday.com’s powerful CRM platform, sales and account management teams can view, manage, and track documents, emails, activities, and more, all from a centralized location. "

    Most if not all companies sell multiple products and/or services so adding up total costs using the FORMULA column is a no brainer.

    Critical feature required! While I wait for this to be announced, I will be looking for other options.

  • Andrew Boccia commented  · 

    This IS needed. General Castor is a terrible workaround requiring manual triggers each time, on each board, for each use case. With how quickly our company scales and changes product this is unreasonable. It's a very important feature. Also GeneralCastor is an extra Expense each month.

  • Chris Goodwin commented  · 

    This would be the reason our company moves - or doesn't move - to PandaDoc. It is really frustrating that we can't pull these in right now, especially because without it, our documents will still require serious manual entry. If other fields that have text and numbers can be pulled through, why not formula columns?

  • heba commented  · 

    The formula variable is missing from the list of variables available on PandaDoc, to populate from monday.com to PandaDoc, to just populate the final output number of the formula.

  • Liam Sutton commented  · 

    This would be super useful, especially for passing through calculated date fields! Really frustrating not being able to do that right now.