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  1. 1 vote

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  2. 3 votes

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  3. 336 votes

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  4. 21 votes

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    An error occurred while saving the comment
    Marcio Mendes commented  · 

    Two-way sync between Dynamics. Pricing tables, contacts, etc. Reduce duplication of work.

    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  · 
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    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.