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  1. 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

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    AdminAlessio Ragni (Senior Product Manager, PandaDoc) commented  · 

    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

  2. PipeDrive connection

    21 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi 👋,

    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.


    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.


    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.


    Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6


    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.


    Thanks so much, Alex

    Product Manager – Integration Ecosystem

    PandaDoc

    An error occurred while saving the comment
    AdminAlessio Ragni (Senior Product Manager, PandaDoc) commented  · 

    Hi,
    I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.

    I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.

    We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you. Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me here: https://calendar.app.google/pHa6Xud82oexdoyv6

    Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
    Thanks so much, Alex

    Product Manager – Integration Ecosystem
    PandaDoc