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4 results found
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1 vote
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3 votes
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289 votes
Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
18 votes
An error occurred while saving the comment An error occurred while saving the comment Marcio Mendes commented
True two-way sync between Dynamics and PandaDoc. Pricing tables, contacts, etc. Reduce duplication of work.
Marcio Mendes supported this idea ·
An error occurred while saving the comment Marcio Mendes commented
If you make a change in your CRM, you click refresh variables and the created document pulls in any new or updated data. This feature already exists in other platforms, specifically for Dynamics CRM.
Two-way sync between Dynamics. Pricing tables, contacts, etc. Reduce duplication of work.