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  1. Automatically add Pipedrive custom product fields to pricing table

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Christian Loewe supported this idea  · 

  2. Two way sync with Pipedrive

    46 votes

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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
    Christian Loewe commented  · 

    What would be great is to be able to update the data in pandadocs and retrieve the latest info form pipedirve. . Current implementation fills it once when proposal is created and it just does not synch the changes back nor pulls the product data even when you push the refresh data . A few days lost due to this :(

    Christian Loewe supported this idea  ·