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  1. Link2CRM for non-draft status documents

    56 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

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    Caitlin McCready-Carswell commented  · 

    This vote seems quite old and I'm surprised this hasn't been implemented yet! It is definitely a necessary function.

    Caitlin McCready-Carswell supported this idea  ·