Settings and activity
3 results found
-
266 votes
-
15 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.
-
35 votes
An error occurred while saving the comment Marcio Mendes commented
Have a variable that updates when a document is sent. There seems to only be a create date variable I believe? If I create a document on the 1st but send it out on the 5th, the sent variable would update.
Marcio Mendes supported this idea ·
Two-way sync between Dynamics. Pricing tables, contacts, etc. Reduce duplication of work.