Insert Pandadoc document URL in Pipedrive

David Bellaïche
David Bellaïche Member Posts: 29 VERIFIED MEMBER
Fourth Anniversary 10 Comments 5 Up Votes Photogenic
edited July 2022 in Apps and Integrations #1

Hi guys,

I've synced my Pandadoc account with Pipedrive, and I successfully generate documents base on my Pipedrive's deal infos.

When I generate a document in Pandadoc, I get a link of the document for my client so he can e-sign.

Do you know how can I take this URL and insert it in an e-mail as a field in Pipedrive ?

I can't see this URL in the Pandadocs tokens in Pipedrive :/

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 821 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2021 #2

    I don't think you'll be able to pass that URL back into a field in PD. You may need to copy & paste it.

    Try reaching out to PandaDoc to see if they have a solution for this issue. 

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