How do I pass product data from my CRM into PandaDoc?
Once you’ve integrated your CRM with PandaDoc, the process is simple. PandaDoc can be configured to automatically pull roducts or services from an Opportunity, Lead, Contract, or Account object. Turn on the Automatic Import feature to automatically import the objects you want to map. When those objects have been identified, your chosen products will appear in the pricing table in any document you choose.