1068 results found

1. CRM Product fields are passed over tokens/variables

   Products from Hubspot can be passed not only over pricing tables but also in the documents itself

   21 votes

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   Idea  ·  5 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. Typeform

   Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

   4 votes

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3. Pipedrive - integration selects a template based on custom fields data in Pipedrive and fills them in in PandaDoc
   1 vote

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4. More role variables (to pass from a HubSpot deal)

   The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

   3 votes

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5. Wrike

   Integration with Wrike

   3 votes

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6. The ability to map roles so they could be auto-populated with the recipients details in close io
   1 vote

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7. Justworks

   Integration with Justworks.

   3 votes

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8. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

   Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

   2 votes

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9. Allow deleting PandaDoc documents from Pipedrive

   I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

   1 vote

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10. Different products from Pipedrive into different pricing tables
    6 votes

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11. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

    Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

    7 votes

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12. SF product mapping: Map both flat and % tax amount

    Ability to pass both formats of taxes simultaneously

    1 vote

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13. OpenID connect

    Support OpenID connect via Oauth flows.

    1 vote

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14. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    21 votes

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15. Copper link to deal ev2
    20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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16. Map document value to a deal value token using a CRM integration
    3 votes

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17. Procore

    integration with Procore to create and send documents

    7 votes

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18. The ability to integrate with the order management software to use it as contract repository
    3 votes

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19. MailChimp

    Integration with MailChimp

    7 votes

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20. Add Document sent trigger event in Zapier
    1 vote

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