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  1. Link to CRM: Include and pull products / pricing table line items from CRM

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information: 


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    Jessica Perritano commented  · 

    Currently, when data for products in Pipedrive is updated, the PandaDoc pricing table will not update. It's great to see other data on PandaDoc update, but the pricing table data update would be a timesaver!

    Jessica Perritano supported this idea  ·