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  1. Monday.com formula columns

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    9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

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    Rob Meyer commented  · 

    This is fundamental to the monday.com integration. Your use case on your website for this feature says, and I quote, "Who uses PandaDoc for monday.com?

    Sales and account management teams
    Using monday.com’s powerful CRM platform, sales and account management teams can view, manage, and track documents, emails, activities, and more, all from a centralized location. "

    Most if not all companies sell multiple products and/or services so adding up total costs using the FORMULA column is a no brainer.

    Critical feature required! While I wait for this to be announced, I will be looking for other options.

    Rob Meyer supported this idea  ·