Pandadoc Integration trouble with new List View

  • 1 August 2023
  • 4 replies

Since the new list view was released, the PandaDoc integration bar does not show up in the new views OR when we enter an opportunity from a list view. We have to go to a person or company and then to the opportunity which just adds a bunch of steps. Is this bug being worked on now? Thanks.

4 replies

Userlevel 7
Badge +7

Hi @hayley.croteau, thanks for posting and for the heads up. I’ll have the team investigate.

In the meantime - does the integration work as usual if you switch to the old list views?


Userlevel 7
Badge +7

Hello and good morning @hayley.croteau! Update from us - we’re working with the PandaDoc team to resolve this for the new list view.

We did find that the integration works once you switch to the old list view. So please give that a try and let me know if that works for you in the meantime. Thanks Hayley!

Hi Michelle, Yes it does work as usual in the old view. thanks!

Userlevel 7
Badge +7

That great @hayley.croteau! Glad that you can still use the integration as normal in the meantime. We’ll keep you updated about the PandaDoc integration.