How can I track the status of a PandaDoc document?
The PandaDoc Pipedrive integration allows you to track your document statuses and sales pipeline right in your CRM. Our detailed document analytics track opens and views. All you have to do is just open the document within Pipedrive and click on the analytics tab.
Can I connect multiple documents to Pipedrive deals, Pipedrive contacts, or companies?
Yes. All of the documents created and sent will be linked to the Deal, Contact, or Organization, where it originated. For example, you will see NDAs, quotes, contracts, and invoices linked from our contract management software to the related deal or Pipedrive contacts.
Can I push product and pricing from Pipedrive integration to a PandaDoc quote?
yes! first, make sure you added products to the new deal within your pipedrive account. next, you’ll want to enable the option that allows you to automatically add products to the pricing table within the pandadoc quote template you’d like to send.
Can I use approval workflows for the documents generated from the PandaDoc integration for Pipedrive?
Yes, make sure approvals are enabled and set up in the template you use. Once your document is approved you can send it for eSignatures from our electronic signature software.
How do I set up the 2-way sync?
You can establish two-way sync capabilities with our API solution or using Zapier integration. For more information, visit our API page.