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  1. Link to CRM Zoho

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Mario Skopek supported this idea  · 

  2. Zoho PandaDoc Documents Section

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Mario Skopek supported this idea  · 

  3. 2 way sync Zoho

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Mario Skopek supported this idea  · 
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    Mario Skopek commented  · 

    Zoho/PandaDoc integration is lacking two way sync to update fields in Zoho based on PandaDoc recipients completed information. Furthermore, the ability to automatically create an additional Contact in Zoho from a completed PandaDoc filed information.