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  1. Feature Request: Conditional Logic Support in Content Library Items

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jelle de Knegt shared this idea  · 

  2. Conditional fields for content library

    34 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Jelle de Knegt supported this idea  · 

  3. 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 🐼

    An error occurred while saving the comment
    Jelle de Knegt commented  · 

    Automatically fill in fields in Pipedrive CRM when the linked field is filled in on a Pandadoc form. For example, adres etc.

    Jelle de Knegt supported this idea  · 

  4. Field data mapped into Pipedrive

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Jelle de Knegt supported this idea  · 

  5. 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

    Jelle de Knegt supported this idea  ·