9 results found

1. 2 way sync with Monday

   2 way sync with Monday

   66 votes

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   7 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

   
   

   I'm reaching out to confirm that we are currently developing the functionality you've requested.

   I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

   
   

   During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

   
   

   I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

   Please feel free to schedule a time with me using my calendar at your convenience.

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your engagement and looking forward to our discussion.

   Best regards, Alex

2. Two way sync with Pipedrive

   Option for Pipedrive 2 way sync

   46 votes

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   7 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

   
   

   Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

   
   

   Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

   
   

   Cheers, Alex.

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

3. have a PandaDoc documents status show in Monday.com

   have a PandaDoc documents status show in Monday.com for a particular row based on an email address

   21 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

   
   

   I'm reaching out to confirm that we are currently developing the functionality you've requested.

   I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

   
   

   During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

   
   

   I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

   Please feel free to schedule a time with me using my calendar at your convenience.

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your engagement and looking forward to our discussion.

   Best regards, Alex

4. Link existing document for Monday.com Integ

   link an existing document to an item in Monday through the integration?

   9 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

   
   

   I'm reaching out to confirm that we are currently developing the functionality you've requested.

   I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

   
   

   During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

   
   

   I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

   Please feel free to schedule a time with me using my calendar at your convenience.

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your engagement and looking forward to our discussion.

   Best regards, Alex

5. [Pipedrive] map document status with Deal status

   Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

   8 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

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   Close

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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

   
   

   Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

   
   

   Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

   
   

   Cheers, Alex.

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

6. PDF attach as files from Monday.com

   get the PDF directly to Monday and not a link

   7 votes

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   3 comments  ·  Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

   
   

   I'm reaching out to confirm that we are currently developing the functionality you've requested.

   I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

   
   

   During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

   
   

   I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

   Please feel free to schedule a time with me using my calendar at your convenience.

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your engagement and looking forward to our discussion.

   Best regards, Alex

7. sign in just with Google only

   sign in just with Google only

   3 votes

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   In Development  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

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8. Pandadoc document value in Pipedrive panel

   Show Pandadoc document value in Pipedrive panel

   •  

   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

   
   

   Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

   
   

   Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

   
   

   Cheers, Alex.

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

9. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account
   1 vote

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

   
   

   Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

   
   

   Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

   
   

   Cheers, Alex.

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2.… more