Adding details of products?

Tony Bentall
Tony Bentall Posts: 2

I cannot seem to be able to add details to a product and have the details import in Pandadoc?

I'm having to manually cut and paste everytime..................... ;(

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited August 2020 #2

    Hi @Tony Bentall !

    It seems that you're using the PandaDoc integration, which in created and run by them, not Pipedrive. I suggest you reach out to PandaDoc's support so they can help you troubleshoot and hopefully get everything on track.

    You can find more about their integration with us, as well as their customer support contacts here.

  • Rob Dash_6161
    Rob Dash_6161 Posts: 12
    10 Comments
    edited February 2022 #3

    I use pandadoc. It does work. Pandadoc support is pretty good. Contact them. You have to insert the pricing table, and there is a switch about importing the products  or something like that. Once its working it works very well. Persist!

  • Tony Bentall
    Tony Bentall Posts: 2
    edited September 2020 #4
    Rob Dash said:

    I use pandadoc. It does work. Pandadoc support is pretty good. Contact them. You have to insert the pricing table, and there is a switch about importing the products  or something like that. Once its working it works very well. Persist!

    Thank you ;)