Settings and activity
4 results found
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35 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Jelle de Knegt supported this idea ·
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46 votes
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 🐼
An error occurred while saving the comment Automatically fill in fields in Pipedrive CRM when the linked field is filled in on a Pandadoc form. For example, adres etc.
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11 votes
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21 votes
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
Hello PandaDoc team,
We rely heavily on the content library to build modular templates. A major limitation we face is the lack of support for conditional logic (e.g. checkboxes or dropdowns) within content library items.
Since our templates consist entirely of reusable blocks, we’re forced to manually reapply logic after inserting each one—this is inefficient and error-prone.
Supporting conditional logic directly in library items would greatly improve our workflow and enable truly scalable, dynamic documents.
Thank you for considering this improvement!