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Pandadoc
Pandadoc

Discussion on Pandadoc, a  proposal generation tool with eSigning functionality that can manage the entire sales cycle.

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Justus Lubahn
Sales
Posted 3 months ago

Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)

Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET!

Friday, every two weeks, we get together to improve our Pipedrive Skills!

For an invite, send an E-Mail to jeremy.gulley@strategtech.com or j.lubahn@the-platform-group.com.

Topics may include:

  • Caller/Phone Apps
  • Effective mass Emailing of Leads/Deals
  • Insights
  • Lead Gen Apps
  • More Automations!

It started with @Salahdin Mabtoul, Khalid Elamri, @Jeremy Gulley, @Suzanne Van de Ven and we are growing thanks to @Luke Martyn joining last time and hopefully, many more joining us over the next few meetings!

Again,... (More)

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Inés LíndezInês BatataSuzanne Van de Ven

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Feedback & SuggestionsPandadocProductsSales Documents / Smart Docs
Sam Vickers
Dealer Principal
Posted 4 months ago

Price Calculation ---> panda doc

Hi There. Been playing with Pandadoc integration for Doc signing and sales agreements and like what I see. Our problem is with pricing. Currently our master stock list will not work with Pipedrive.

As such I don't see a way of utilising the product list and pricing tools.

We price each item individually and of course enter that in the deal value field, and can add additional fields for trade in value, deposit due etc. I don't have a problem filling these in manually at the pipe drive deal stage.

how ever when we want to then create a sales... (More)

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Pandadoc
David Bellaïche
Posted 4 months ago

Insert Pandadoc document URL in Pipedrive

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 :/

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Pipedrive France/FrançaisApps and IntegrationsPandadoc
David Bellaïche
Posted 4 months ago

Titre des documents Pandadoc

Salut les pipedrivers,

À ceux qui utilisent l'intégration Pandadoc, avez-vous réussi à personnaliser le nom du document .pdf généré par Pandadoc ?
 

Dans mon cas, je génère des bons de commandes issues de mes offres. Par défaut, il prend le nom de l'offre (Deal.name).

J'aimerais par exemple que le nom du doc ait le nom du client + l'id du deal.

Merci

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Baptiste

Liked by Baptiste

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