How to end up on template selection site and pass data similar to Pipedrive integration

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    Patrick Marmion

    Hi Rupert, I am a Solutions Architect here at PandaDoc. Unfortunately there is no way of reaching this page via a custom integration, this is a page we reserve for our native integrations. You would either need to build the logic of which template to select based off the trigger or build a bespoke pop-up page with the templates listed. If you would like some further assistance with this then feel free to put some time in my calendar using the link below:

    https://pandadoc.chilipiper.com/book/me/patrick-marmion

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