1070 results found

1. Power Automate

   Power Automate integration

   6 votes

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2. Link the recipient signing link to the corresponding Salesforce opportunity

   Link the recipient signing link to the corresponding Salesforce opportunity

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3. Integration with Safety Culture

   We use iauditor by Safety Culture for our site audit reports. Can Safety Culture be integrated? What would be the cost? As per this link, it can be done https://zapier.com/apps/pandadoc/integrations/safetyculture

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4. 2 way sync with HubSpot to allow pulling back customer information from the variables

   When a variables was not pulled due to non value or when the value of the variables has been added manually.

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5. Hubspot Automations: collect data from the customer using a Pandadoc and feed the information back to Hubspot Company object

   I would like to collect data from the customer using a Pandadoc and feed the information back to Hubspot. This data should ideally be stored in the Company object (and not the Deal object).

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6. Integration with Drata
   2 votes

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7. Integrate with RD Station

   Integrate with RD Station

   5 votes

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8. Sync Zoho Catalog with PandaDoc Catalog

   Sync Zoho Invoice Catalog Items with Pandadoc Catalog Items so that when a catalog item is updated in one software, the other automatically updates (rather than having to update each software separately.)

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9. Ability to change default title for documents created via HubSpot

   Ability to change default title for documents created via HubSpot

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10. Merge multiple tokens into one field

    In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?

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11. PandaDoc module in custom object in Pipedrive

    Add PandaDoc module to Pipderive (i.e Projects)

    2 votes

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12. Pass data to Monday.com

    Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com

    4 votes

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13. BambooHR integration improvement

    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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14. Markate CRM

    Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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15. Ability to link a document to the HubSpot profile, as well as the deal

    Ability to link a document to the HubSpot profile, as well as the deal

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16. Export documents from activecampaign to pandadoc

    I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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17. Pull several tokens into one merge field
    1 vote

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18. New Connector App - envisionLXPJ - Promote your Integration Partners - Help Launch their products

    We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated sales proposals from within the sales pipeline which saves considerable time. More time for salespeople to sell!

    2. Integration 2 - PandaDoc with Xero. This enables PandaDoc users to be able to send draft invoices to Xero by total amount, percentage or by milestone. This as never been done before!

    3. Integration 3 - PandaDoc to Jira - This enables PandaDoc users to create new projects in Jira using information already contained in PandaDoc.

    We need help from PandaDoc.

    We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more

    Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    Our Multi-Connector App integrates the following:

    1. Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated… more

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19. Providing Awareness of envisionLXPJ - A Multi-Connector App between Lead Gen & CRM and PandaDoc, PandaDoc and Xero and PandaDoc and Jira

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    This integration is completed and ready to go!

    3 Key benefits

    1. Integrates Lead Gen & CRM and PandaDoc. CRM directly automates sales proposals. More time for salespeople to sell!

    2. Integrates PandaDoc with Xero - We are the first to develop an integration where PandaDoc can create draft invoices in Xero!

    3. Integrates PandaDoc with Jira - Pandadoc can setup new projects in Jira

    envisionLXPJ

      It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

    Unique

      First time that such an integration has been built globally. Data provided can be used to save time by setting up
      other business systems e.g. Xero/Stripe and Jira.

    Integrity of Data

      Improves the integrity of the data flow between the two systems. Creates the one “Source of Truth”.

    Safe and Secure Data

      Connector App is hosted on Google Cloud. Envision Digital is ISO27001 certified.

    Cost-benefit Analysis

      ROI is certain due to the competitive pricing to meet the needs of different-sized companies and the time that it saves not having
      to do data entry several times.

    Integrated Efficiency

      envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows
      and reducing manual tasks. Significantly reduces time spent on double data entry between CRM and proposal software.

    Effective Sales Process

      With PandaDoc integration, sales teams can quickly create and manage professional proposals, leading to improved lead conversion
      and enhanced client communication.

    Simplified Financial Management

      Integration with Stripe and Xero automates invoicing and financial processes, reducing errors and ensuring accurate records.

    Efficient Project Setup

      Pushing Company/Contact info to Jira simplifies project initiation, minimizing duplication and errors while saving time.

    Global Accessibility and Insights

      As a global app, envisionLXPJ offers standardized operations, while its integrated analytics provide data-driven insights for better decision-making.
      Fully supported globally.

    envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/

    This integration is completed and ready to go!

    3 Key benefits

    1. Integrates Lead Gen & CRM and PandaDoc. CRM directly automates sales proposals. More time for salespeople to sell!

    2. Integrates PandaDoc with Xero - We are the first to develop an integration where PandaDoc can create draft invoices in Xero!

    3. Integrates PandaDoc with Jira - Pandadoc can setup new projects in Jira

    envisionLXPJ

      It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

    Unique

      First time that such an integration has been built globally. Data provided… more

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20. Pass product description from Pipedrive without having to add description to Pipedrive comments

    Ability to pass product description from Pipedrive without having to add the description to Pipedrive comments

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