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'Automatically sync fields in Pipedrive CRM from Pandadoc form' has been merged into this idea

Ideas to Improve PandaDoc: Integrations

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Two way sync with Pipedrive

Option for Pipedrive 2 way sync

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Paul Cedric Guevarra shared this idea  ·   ·  Admin →
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On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded  · 

Hi 👋,

I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


Thanks so much, Alex

Product Manager – Integration Ecosystem

PandaDoc

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  • Jelle de Knegt commented  · 

    Automatically fill in fields in Pipedrive CRM when the linked field is filled in on a Pandadoc form. For example, adres etc.

  • 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 :(

  • Antonio Chau commented  · 

    Not having this causes double entry of deal values and also duplicate work to have Pandadoc and Pipedrive

  • Eric van Bourgonje commented  · 

    Automatically update the pricing table with product data from Pipedrive when it has changed in the Pipedrive deal.