Import "Products" from pipedrive to Pandadoc offer

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Bijan Boustani

• December 01, 2021 19:41

Hi,

I got a problem by creating a template in Panda which is connected to Pipedrive "Products".

My aim is to add products to the cart in Pipedrive which get imported into Panda if I press the "create a document" button. Do you think this is possible?

Thanks for your help

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• Official comment

  

  Rocky Dohmen

  • December 02, 2021 20:04
  • Edited

  Hi Bijan,

  Yes, this is possible with the Pipedrive/PandaDoc integration. Within the template, you would need to make sure the pricing table has 'Data merge' enabled and that there are products listed within the Deal in Pipedrive.

  

  

  For detailed instructions on how to make sure this is set up correctly please follow this link to our Help Center. 

  Cheers!

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