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  1. Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed

    3 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  2. See the note that was added when manually updating a document status within the document.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Nicole Daemmrich shared this idea  · 

  3. Downloading attachments along with the document they are attached to

    197 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  4. Ability to integrate PandaDoc with monday.com desktop app

    29 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Nicole Daemmrich supported this idea  · 

  5. 2 way sync with Monday

    66 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.


    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.


    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

    An error occurred while saving the comment
    Nicole Daemmrich commented  · 

    I am pretty disappointed that the integration with Monday.com isn't a fully functioning integration. We need to purchase another software tool that will allow us to connect the two platforms seamlessly.

    Nicole Daemmrich supported this idea  ·