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  1. Two way sync with Pipedrive

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Alessio Ragni responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)

    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

    An error occurred while saving the comment
    Eric van Bourgonje commented  · 

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

    Eric van Bourgonje supported this idea  ·