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  1. Automatically add Pipedrive custom product fields to pricing table

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    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 →
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    Early Access  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hey Panda,

    Good news — we did it! 🎯


    We’ve just launched early access for our brand new PandaDoc + Pipedrive setup, including CPQ and Sync Rules! 🛠️


    👉 Watch the quick demo:

    https://www.loom.com/share/7510ac4b38df436aa30fe68b29112a68


    If you want to join the early access group, just reply to this email with your availability/timezone and organization name/email.


    I’ll enable the test and we’ll schedule a quick session to explore it and gather your feedback.


    You can also grab a slot on my calendar here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    But heads-up: it’s filling up fast (thanks to the Pipedrive buzz!). If you don’t see a time that works, no stress, reply with your availability/timezone and organization name/email, and I’ll handle the rest.


    ⚠️ If you don’t see the sync rules icon under templates, that’s totally normal; it just means the feature isn’t enabled yet. I’ll activate it once we connect.


    Thanks for being awesome,

    Alex from PandaDoc 🐼

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    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  ·