Settings and activity

1 result found

1. Copper link to deal

   21 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Copper

   An error occurred while saving the comment
   Sven Van Staden commented  ·  Dec 20, 2022  ·  Delete…

   Something that is critical to the business is the transparency between CRM system (Copper) and the Document Software. The association of documents with specific accounts create a fluid system - having the ability to assign documents to the correct accounts which allow an overview of all documents through the extension would immensely help workflow for businesses

   Save Submitting...
   Sven Van Staden supported this idea  ·  Dec 20, 2022